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 | $220,645 | $84,402+161.4% | $61,373+259.5% | $134,475+64.1% |
| Participation rate | 37.5% | 62.2%-24.7pp | 52.6%-15.1pp | 81.2%-43.7pp |
| Annual return | -15.58% | 584.55%-600.1pp | 338.61%-354.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $327 | $1,544-78.9% | $1,159-71.8% | $4,740-93.1% |
| Participant deferral / active EE | $6,750 | $2,819+139.5% | $2,125+217.7% | $6,400+5.5% |
| Admin fee / account holder | $40 | $2,585-98.5% | $2,130-98.1% | $11,426-99.6% |