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 8-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 | $183,128 | $138,044+32.7% | $125,339+46.1% | $134,475+36.2% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -14.75% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $8,321 | $5,243+58.7% | $4,814+72.9% | $4,740+75.6% |
| Participant deferral / active EE | $4,939 | $7,799-36.7% | $7,446-33.7% | $6,400-22.8% |
| Admin fee / account holder | $102 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |