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 | $178,231 | $138,044+29.1% | $125,339+42.2% | $134,475+32.5% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -14.70% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,757 | $5,243-66.5% | $4,814-63.5% | $4,740-62.9% |
| Participant deferral / active EE | $4,738 | $7,799-39.3% | $7,446-36.4% | $6,400-26.0% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |