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 | $189,146 | $138,044+37.0% | $125,339+50.9% | $134,475+40.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.30% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,526 | $5,243-70.9% | $4,814-68.3% | $4,740-67.8% |
| Participant deferral / active EE | $9,366 | $7,799+20.1% | $7,446+25.8% | $6,400+46.3% |
| Admin fee / account holder | $180 | $11,571-98.4% | $10,010-98.2% | $11,426-98.4% |