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 | $105,949 | $82,664+28.2% | $125,339-15.5% | $68,494+54.7% |
| Participation rate | 65.4% | 75.0%-9.7pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | -10.18% | -5.97%-4.2pp | 572.05%-582.2pp | -7.84%-2.3pp |
| Employer contribution / active EE | $1,696 | $3,381-49.9% | $4,814-64.8% | $2,596-34.7% |
| Participant deferral / active EE | $4,143 | $6,110-32.2% | $7,446-44.4% | $4,027+2.9% |
| Admin fee / account holder | $3 | $6,275-99.9% | $10,010-100.0% | $5,403-99.9% |