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 | $220,782 | $92,222+139.4% | $76,768+187.6% | $135,375+63.1% |
| Participation rate | 15.4% | 79.8%-64.4pp | 77.0%-61.6pp | 82.6%-67.3pp |
| Annual return | -5.73% | 5.46%-11.2pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,400 | $4,509-69.0% | $3,852-63.7% | $5,609-75.0% |
| Admin fee / account holder | $24 | $10,748-99.8% | $6,675-99.6% | $10,827-99.8% |