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 | $232,094 | $95,862+142.1% | $79,550+191.8% | $134,475+72.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -16.96% | -2.69%-14.3pp | 0.16%-17.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $4,200 | $3,128+34.3% | $2,413+74.0% | $4,740-11.4% |
| Participant deferral / active EE | $9,750 | $4,693+107.8% | $3,985+144.7% | $6,400+52.4% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |