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 | $103,255 | $32,037+222.3% | $69,182+49.3% | $62,891+64.2% |
| Participation rate | 6.5% | 43.4%-37.0pp | 55.1%-48.7pp | 69.3%-62.9pp |
| Annual return | 6.05% | 15.16%-9.1pp | -21.93%+28.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,319 | $679+94.2% | $1,206+9.3% | $2,281-42.2% |
| Participant deferral / active EE | $849 | $1,185-28.4% | $1,897-55.2% | $3,203-73.5% |
| Admin fee / account holder | $18 | $2,608-99.3% | $2,697-99.3% | $4,296-99.6% |