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 | $239,674 | $90,600+164.5% | $79,464+201.6% | $135,375+77.0% |
| Participation rate | 26.1% | 76.0%-50.0pp | 73.3%-47.3pp | 82.6%-56.6pp |
| Annual return | -0.38% | 977.43%-977.8pp | 718.14%-718.5pp | 519.73%-520.1pp |
| Employer contribution / active EE | $1,088 | $3,068-64.5% | $2,800-61.1% | $4,779-77.2% |
| Participant deferral / active EE | $1,930 | $4,050-52.4% | $3,704-47.9% | $5,609-65.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |