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 | $188,598 | $32,117+487.2% | $71,086+165.3% | $64,186+193.8% |
| Participation rate | 8.1% | 42.7%-34.6pp | 54.7%-46.5pp | 69.6%-61.5pp |
| Annual return | -6.79% | -5.57%-1.2pp | 650.59%-657.4pp | 7.63%-14.4pp |
| Employer contribution / active EE | $375 | $712-47.4% | $1,088-65.6% | $2,381-84.3% |
| Participant deferral / active EE | $938 | $1,263-25.7% | $1,874-49.9% | $3,470-73.0% |
| Admin fee / account holder | $273 | $2,759-90.1% | $3,082-91.1% | $4,888-94.4% |