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 | $230,649 | $99,640+131.5% | $86,436+166.8% | $134,475+71.5% |
| Participation rate | 58.3% | 82.0%-23.7pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -14.24% | 6782.58%-6796.8pp | 4394.89%-4409.1pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,468 | $4,400-66.6% | $3,769-61.0% | $4,740-69.0% |
| Participant deferral / active EE | $3,988 | $7,246-45.0% | $6,952-42.6% | $6,400-37.7% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |