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 | $223,344 | $138,065+61.8% | $123,544+80.8% | $135,375+65.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.83% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,809 | $5,151-64.9% | $4,628-60.9% | $4,779-62.1% |
| Participant deferral / active EE | $12,333 | $6,799+81.4% | $6,426+91.9% | $5,609+119.9% |
| Admin fee / account holder | -$340 | $10,916-103.1% | $9,284-103.7% | $10,827-103.1% |