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 | $102,122 | $93,024+9.8% | $77,024+32.6% | $134,475-24.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -19.68% | 62.60%-82.3pp | 42.32%-62.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $4,010 | $3,418+17.3% | $2,812+42.6% | $4,740-15.4% |
| Participant deferral / active EE | $9,500 | $5,238+81.4% | $4,426+114.6% | $6,400+48.4% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |