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 | $192,750 | $100,970+90.9% | $96,576+99.6% | $137,256+40.4% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 16.76% | 38.16%-21.4pp | 38.47%-21.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,238 | $3,809-67.5% | $3,553-65.2% | $4,156-70.2% |
| Participant deferral / active EE | $3,917 | $8,286-52.7% | $7,956-50.8% | $6,407-38.9% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |