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 | $245,897 | $118,849+106.9% | $96,562+154.7% | $167,490+46.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 24.85% | 50.49%-25.6pp | 37.78%-12.9pp | 478.56%-453.7pp |
| Employer contribution / active EE | $3,489 | $3,120+11.9% | $2,356+48.1% | $4,837-27.9% |
| Participant deferral / active EE | $9,750 | $4,616+111.2% | $3,849+153.3% | $6,341+53.8% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |