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 | $197,614 | $92,703+113.2% | $82,719+138.9% | $134,475+47.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -18.57% | 944.92%-963.5pp | 701.18%-719.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,295 | $3,274-60.4% | $3,009-56.9% | $4,740-72.7% |
| Participant deferral / active EE | $3,216 | $4,802-33.0% | $4,395-26.8% | $6,400-49.7% |
| Admin fee / account holder | $262 | $5,983-95.6% | $5,329-95.1% | $11,426-97.7% |