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 | $168,255 | $99,652+68.8% | $78,778+113.6% | $147,584+14.0% |
| Participation rate | 65.2% | 76.2%-11.0pp | 69.2%-4.0pp | 82.8%-17.6pp |
| Annual return | 18.63% | 47.28%-28.7pp | 35.62%-17.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,559 | $2,796-44.2% | $1,986-21.5% | $4,876-68.0% |
| Participant deferral / active EE | $4,257 | $3,664+16.2% | $2,958+43.9% | $5,439-21.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |