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 | $108,244 | $92,222+17.4% | $76,768+41.0% | $135,375-20.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -7.80% | 5.46%-13.3pp | 2.43%-10.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $13,034 | $3,216+305.3% | $2,485+424.5% | $4,779+172.7% |
| Participant deferral / active EE | $6,601 | $4,509+46.4% | $3,852+71.4% | $5,609+17.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |