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 | $186,753 | $112,096+66.6% | $95,952+94.6% | $158,922+17.5% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 11.31% | 171.09%-159.8pp | 91.61%-80.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,162 | $3,198-63.7% | $2,541-54.3% | $4,761-75.6% |
| Participant deferral / active EE | $1,674 | $4,784-65.0% | $4,167-59.8% | $5,982-72.0% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |