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 | $191,284 | $82,630+131.5% | $64,105+198.4% | $125,391+52.5% |
| Participation rate | 33.3% | 75.9%-42.5pp | 68.2%-34.8pp | 83.2%-49.9pp |
| Annual return | -0.38% | 1489.72%-1490.1pp | 791.24%-791.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,400 | $2,671-47.6% | $1,820-23.1% | $4,866-71.2% |
| Participant deferral / active EE | $5,500 | $3,608+52.4% | $2,822+94.9% | $5,352+2.8% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |