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 | $169,065 | $115,770+46.0% | $101,248+67.0% | $158,922+6.4% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 25.61% | 56.14%-30.5pp | 46.47%-20.9pp | 302.83%-277.2pp |
| Employer contribution / active EE | $1,900 | $4,175-54.5% | $3,660-48.1% | $4,761-60.1% |
| Participant deferral / active EE | $6,089 | $4,957+22.8% | $4,370+39.3% | $5,982+1.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |