See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,442 | $59,107+152.8% | $86,436+72.9% | $68,494+118.2% |
| Participation rate | 61.1% | 75.2%-14.1pp | 80.3%-19.2pp | 67.9%-6.8pp |
| Annual return | -18.53% | -0.23%-18.3pp | 4394.89%-4413.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,429 | $2,519-3.6% | $3,769-35.6% | $2,596-6.5% |
| Participant deferral / active EE | $7,510 | $5,901+27.3% | $6,952+8.0% | $4,027+86.5% |
| Admin fee / account holder | $10 | $5,637-99.8% | $6,731-99.9% | $5,403-99.8% |