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 | $234,821 | $57,590+307.7% | $86,233+172.3% | $82,448+184.8% |
| Participation rate | 11.4% | 57.9%-46.5pp | 69.0%-57.7pp | 68.1%-56.7pp |
| Annual return | 16.37% | 22.41%-6.0pp | 61.39%-45.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $706 | $1,655-57.3% | $2,504-71.8% | $2,551-72.3% |
| Participant deferral / active EE | $1,671 | $3,080-45.7% | $4,559-63.3% | $4,139-59.6% |
| Admin fee / account holder | $0 | $4,730-100.0% | $8,342-100.0% | $7,234-100.0% |