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 | $180,828 | $135,635+33.3% | $110,238+64.0% | $135,375+33.6% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | 1.34% | 513.19%-511.8pp | 314.74%-313.4pp | 519.73%-518.4pp |
| Employer contribution / active EE | $2,581 | $4,906-47.4% | $3,826-32.6% | $4,779-46.0% |
| Participant deferral / active EE | $12,300 | $5,506+123.4% | $4,672+163.3% | $5,609+119.3% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |