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 | $185,759 | $101,283+83.4% | $75,826+145.0% | $135,375+37.2% |
| Participation rate | 62.5% | 72.7%-10.2pp | 68.2%-5.7pp | 82.6%-20.1pp |
| Annual return | -4.59% | 3384.62%-3389.2pp | 1914.15%-1918.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,132 | $2,382-10.5% | $1,913+11.4% | $4,779-55.4% |
| Participant deferral / active EE | $4,700 | $3,469+35.5% | $2,862+64.2% | $5,609-16.2% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |