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 | $221,974 | $84,402+163.0% | $61,373+261.7% | $134,475+65.1% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -16.75% | 584.55%-601.3pp | 338.61%-355.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,449 | $1,544-6.2% | $1,159+25.0% | $4,740-69.4% |
| Participant deferral / active EE | $6,061 | $2,819+115.0% | $2,125+185.2% | $6,400-5.3% |
| Admin fee / account holder | $88 | $2,585-96.6% | $2,130-95.8% | $11,426-99.2% |