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 | $183,477 | $85,790+113.9% | $67,313+172.6% | $135,375+35.5% |
| Participation rate | 59.1% | 76.5%-17.4pp | 69.1%-10.0pp | 82.6%-23.5pp |
| Annual return | -6.62% | -0.54%-6.1pp | -4.08%-2.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,519 | $4,651-24.3% | $3,568-1.4% | $5,609-37.3% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |