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 | $105,788 | $54,229+95.1% | $70,092+50.9% | $68,494+54.4% |
| Participation rate | 38.0% | 64.5%-26.5pp | 70.5%-32.5pp | 67.9%-29.9pp |
| Annual return | -13.96% | -13.87%-0.1pp | 190.73%-204.7pp | -7.84%-6.1pp |
| Employer contribution / active EE | $848 | $2,018-58.0% | $2,559-66.9% | $2,596-67.3% |
| Participant deferral / active EE | $2,190 | $2,956-25.9% | $3,849-43.1% | $4,027-45.6% |
| Admin fee / account holder | $4 | $4,694-99.9% | $6,267-99.9% | $5,403-99.9% |