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 5-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 | $100,643 | $26,194+284.2% | - | $79,858+26.0% |
| Participation rate | 22.9% | 49.4%-26.5pp | - | 69.6%-46.7pp |
| Annual return | 0.00% | 42.01%-42.0pp | - | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,555-100.0% | - | $2,471-100.0% |
| Participant deferral / active EE | $0 | $1,743-100.0% | - | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,148-100.0% | - | $5,306-100.0% |