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 | $207,605 | $84,696+145.1% | $75,696+174.3% | $167,490+24.0% |
| Participation rate | 46.7% | 77.8%-31.2pp | 74.8%-28.2pp | 82.1%-35.4pp |
| Annual return | 13.23% | 199.36%-186.1pp | 104.53%-91.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,378 | $4,580-69.9% | $3,821-63.9% | $6,341-78.3% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |