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 9-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 | $217,272 | $67,331+222.7% | $60,874+256.9% | $134,475+61.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -13.03% | 49.93%-63.0pp | 16.90%-29.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $926 | $3,096-70.1% | $2,701-65.7% | $4,740-80.5% |
| Participant deferral / active EE | $1,501 | $4,538-66.9% | $3,817-60.7% | $6,400-76.5% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |