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 | $160,717 | $89,753+79.1% | $107,525+49.5% | $84,808+89.5% |
| Participation rate | 35.9% | 68.1%-32.2pp | 75.1%-39.2pp | 68.3%-32.4pp |
| Annual return | 14.78% | 29.48%-14.7pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $922 | $3,113-70.4% | $3,754-75.4% | $2,631-65.0% |
| Participant deferral / active EE | $3,112 | $4,056-23.3% | $5,116-39.2% | $4,212-26.1% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |