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 | $147,628 | $95,971+53.8% | $74,550+98.0% | $135,375+9.1% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -7.38% | 56.96%-64.3pp | 32.53%-39.9pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,211 | $2,716-55.4% | $1,961-38.3% | $4,779-74.7% |
| Participant deferral / active EE | $3,963 | $3,843+3.1% | $3,108+27.5% | $5,609-29.3% |
| Admin fee / account holder | $286 | $6,522-95.6% | $5,060-94.3% | $10,827-97.4% |