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 | $189,633 | $97,757+94.0% | $83,848+126.2% | $135,375+40.1% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -8.66% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $4,495 | $4,222+6.5% | $3,631+23.8% | $4,779-5.9% |
| Participant deferral / active EE | $6,188 | $4,682+32.2% | $4,082+51.6% | $5,609+10.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |