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 | $237,410 | $95,971+147.4% | $74,550+218.5% | $135,375+75.4% |
| Participation rate | 63.6% | 75.7%-12.0pp | 69.1%-5.5pp | 82.6%-19.0pp |
| Annual return | -3.30% | 56.96%-60.3pp | 32.53%-35.8pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,534 | $2,716-43.5% | $1,961-21.8% | $4,779-67.9% |
| Participant deferral / active EE | $4,657 | $3,843+21.2% | $3,108+49.8% | $5,609-17.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |