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 | $205,127 | $91,911+123.2% | $68,793+198.2% | $135,375+51.5% |
| Participation rate | 50.0% | 76.7%-26.7pp | 72.2%-22.2pp | 82.6%-32.6pp |
| Annual return | -5.61% | -8.22%+2.6pp | -4.63%-1.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $890 | $3,924-77.3% | $2,625-66.1% | $4,779-81.4% |
| Participant deferral / active EE | $3,814 | $4,315-11.6% | $3,311+15.2% | $5,609-32.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |