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 | $239,701 | $56,357+325.3% | $104,294+129.8% | $68,494+250.0% |
| Participation rate | 50.0% | 63.3%-13.3pp | 73.3%-23.3pp | 67.9%-17.9pp |
| Annual return | -16.55% | -9.19%-7.4pp | 24.61%-41.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,372 | $1,960+72.0% | $3,3720% | $2,596+29.9% |
| Participant deferral / active EE | $6,354 | $3,077+106.5% | $4,625+37.4% | $4,027+57.8% |
| Admin fee / account holder | $122 | $4,903-97.5% | $7,339-98.3% | $5,403-97.7% |