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 | $237,069 | $117,381+102.0% | $99,443+138.4% | $152,861+55.1% |
| Participation rate | 40.0% | 77.5%-37.5pp | 73.8%-33.8pp | 82.4%-42.4pp |
| Annual return | 15.38% | 31.87%-16.5pp | 30.72%-15.3pp | 345.32%-329.9pp |
| Employer contribution / active EE | $546 | $3,013-81.9% | $2,540-78.5% | $4,762-88.5% |
| Participant deferral / active EE | $2,340 | $4,086-42.7% | $3,619-35.3% | $5,850-60.0% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |