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 | $232,594 | $99,341+134.1% | $84,750+174.4% | $273,961-15.1% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 7.54% | 22.93%-15.4pp | 22.78%-15.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,975 | $4,214-53.1% | $3,574-44.8% | $4,869-59.4% |
| Participant deferral / active EE | $6,016 | $4,269+40.9% | $3,712+62.1% | $5,287+13.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |