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 | $174,820 | $95,862+82.4% | $79,550+119.8% | $134,475+30.0% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -14.16% | -2.69%-11.5pp | 0.16%-14.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,097 | $3,128-64.9% | $2,413-54.5% | $4,740-76.9% |
| Participant deferral / active EE | $4,719 | $4,693+0.6% | $3,985+18.4% | $6,400-26.3% |
| Admin fee / account holder | $20 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |