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 | $234,168 | $90,600+158.5% | $79,464+194.7% | $135,375+73.0% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -5.32% | 977.43%-982.8pp | 718.14%-723.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,098 | $3,068-31.6% | $2,800-25.1% | $4,779-56.1% |
| Participant deferral / active EE | $4,299 | $4,050+6.1% | $3,704+16.1% | $5,609-23.3% |
| Admin fee / account holder | $141 | $5,907-97.6% | $5,113-97.2% | $10,827-98.7% |