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 | $66,784 | $160,055-58.3% | $140,016-52.3% | $135,375-50.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -4.68% | 911.38%-916.1pp | 651.12%-655.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $15,110 | $6,420+135.3% | $5,606+169.5% | $4,779+216.2% |
| Participant deferral / active EE | $7,635 | $7,642-0.1% | $6,927+10.2% | $5,609+36.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |