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 | $237,153 | $95,862+147.4% | $79,550+198.1% | $134,475+76.4% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | -18.23% | -2.69%-15.5pp | 0.16%-18.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $949 | $3,128-69.7% | $2,413-60.7% | $4,740-80.0% |
| Participant deferral / active EE | $3,958 | $4,693-15.7% | $3,985-0.7% | $6,400-38.1% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |