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 | $179,954 | $147,167+22.3% | $111,392+61.6% | $135,375+32.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 78.9%-12.2pp | 82.6%-16.0pp |
| Annual return | -6.79% | -4.44%-2.4pp | -2.06%-4.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,866 | $5,204-64.1% | $4,328-56.9% | $4,779-60.9% |
| Participant deferral / active EE | $9,277 | $6,565+41.3% | $5,567+66.6% | $5,609+65.4% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |