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 | $239,582 | $133,958+78.8% | $112,228+113.5% | $134,475+78.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -19.05% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.0pp |
| Employer contribution / active EE | $5,778 | $4,038+43.1% | $3,635+59.0% | $4,740+21.9% |
| Participant deferral / active EE | $9,840 | $5,291+86.0% | $4,728+108.1% | $6,400+53.8% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |