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 | $145,916 | $124,281+17.4% | $109,143+33.7% | $167,490-12.9% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 14.24% | 26.04%-11.8pp | 25.75%-11.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $13,216 | $4,207+214.1% | $3,722+255.1% | $4,837+173.2% |
| Participant deferral / active EE | $5,950 | $5,255+13.2% | $4,653+27.9% | $6,341-6.2% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |