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 | $124,122 | $102,547+21.0% | $78,210+58.7% | $147,584-15.9% |
| Participation rate | 16.7% | 74.4%-57.7pp | 68.7%-52.1pp | 82.8%-66.2pp |
| Annual return | 20.59% | 51.08%-30.5pp | 40.90%-20.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,246 | $2,617-52.4% | $2,034-38.7% | $4,876-74.5% |
| Participant deferral / active EE | $2,786 | $3,481-20.0% | $2,823-1.3% | $5,439-48.8% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |