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 6-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 | $200,562 | $102,616+95.4% | $81,983+144.6% | $158,922+26.2% |
| Participation rate | 38.9% | 75.5%-36.6pp | 69.2%-30.4pp | 82.0%-43.1pp |
| Annual return | 0.00% | 61.04%-61.0pp | 41.31%-41.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $4,047 | $3,240+24.9% | $2,498+62.0% | $4,761-15.0% |
| Participant deferral / active EE | $7,350 | $4,648+58.1% | $3,722+97.5% | $5,982+22.9% |
| Admin fee / account holder | $229 | $8,235-97.2% | $5,664-95.9% | $11,246-98.0% |