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 7-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 | $174,410 | $95,862+81.9% | $79,550+119.2% | $134,475+29.7% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -6.09% | -2.69%-3.4pp | 0.16%-6.3pp | 417.96%-424.1pp |
| Employer contribution / active EE | $771 | $3,128-75.3% | $2,413-68.0% | $4,740-83.7% |
| Participant deferral / active EE | $2,371 | $4,693-49.5% | $3,985-40.5% | $6,400-62.9% |
| Admin fee / account holder | -$30 | $9,126-100.3% | $6,832-100.4% | $11,426-100.3% |