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 | $198,319 | $93,024+113.2% | $77,024+157.5% | $134,475+47.5% |
| Participation rate | 64.7% | 74.5%-9.8pp | 67.9%-3.2pp | 81.2%-16.5pp |
| Annual return | -18.52% | 62.60%-81.1pp | 42.32%-60.8pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,081 | $3,418-9.9% | $2,812+9.6% | $4,740-35.0% |
| Participant deferral / active EE | $7,449 | $5,238+42.2% | $4,426+68.3% | $6,400+16.4% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |