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 | $146,704 | $84,527+73.6% | $67,711+116.7% | $125,391+17.0% |
| Participation rate | 66.7% | 74.8%-8.1pp | 67.5%-0.9pp | 83.2%-16.5pp |
| Annual return | -0.51% | 2.57%-3.1pp | 25.41%-25.9pp | 282.22%-282.7pp |
| Employer contribution / active EE | $987 | $3,292-70.0% | $2,559-61.4% | $4,866-79.7% |
| Participant deferral / active EE | $12,000 | $4,429+170.9% | $3,585+234.7% | $5,352+124.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |