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 | $241,095 | $133,958+80.0% | $112,228+114.8% | $134,475+79.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -12.67% | 47.11%-59.8pp | 27.45%-40.1pp | 417.96%-430.6pp |
| Employer contribution / active EE | $4,376 | $4,038+8.4% | $3,635+20.4% | $4,740-7.7% |
| Participant deferral / active EE | $5,117 | $5,291-3.3% | $4,728+8.2% | $6,400-20.0% |
| Admin fee / account holder | $45 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |