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 | $222,401 | $92,222+141.2% | $76,768+189.7% | $135,375+64.3% |
| Participation rate | 58.3% | 79.8%-21.4pp | 77.0%-18.6pp | 82.6%-24.3pp |
| Annual return | -2.81% | 5.46%-8.3pp | 2.43%-5.2pp | 519.73%-522.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,486 | $4,509-22.7% | $3,852-9.5% | $5,609-37.9% |
| Admin fee / account holder | $47 | $10,748-99.6% | $6,675-99.3% | $10,827-99.6% |