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 | $222,994 | $95,862+132.6% | $79,550+180.3% | $134,475+65.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -14.01% | -2.69%-11.3pp | 0.16%-14.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $3,200 | $3,128+2.3% | $2,413+32.6% | $4,740-32.5% |
| Participant deferral / active EE | $26,500 | $4,693+464.7% | $3,985+565.0% | $6,400+314.1% |
| Admin fee / account holder | $20 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |