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 | $196,959 | $149,679+31.6% | $117,039+68.3% | $147,584+33.5% |
| Participation rate | 50.0% | 83.5%-33.5pp | 77.2%-27.2pp | 82.8%-32.8pp |
| Annual return | 16.97% | 19.31%-2.3pp | 18.95%-2.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,443 | $4,937-70.8% | $3,785-61.9% | $4,876-70.4% |
| Participant deferral / active EE | $11,244 | $4,912+128.9% | $3,929+186.1% | $5,439+106.7% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |