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 | $193,449 | $158,817+21.8% | $121,196+59.6% | $135,375+42.9% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | -3.52% | -0.64%-2.9pp | 16.93%-20.4pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,335 | $5,665-76.4% | $4,022-66.8% | $4,779-72.1% |
| Participant deferral / active EE | $3,695 | $4,005-7.7% | $3,344+10.5% | $5,609-34.1% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |