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 | $117,496 | $85,766+37.0% | $136,294-13.8% | $70,131+67.5% |
| Participation rate | 42.3% | 74.2%-31.8pp | 81.9%-39.6pp | 69.5%-27.2pp |
| Annual return | 14.26% | 31.45%-17.2pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,215 | $2,966-25.3% | $4,695-52.8% | $2,342-5.4% |
| Participant deferral / active EE | $4,929 | $5,051-2.4% | $6,247-21.1% | $3,332+47.9% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |