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 | $142,093 | $69,207+105.3% | $64,056+121.8% | $139,434+1.9% |
| Participation rate | 61.5% | 75.6%-14.1pp | 72.3%-10.8pp | 80.3%-18.8pp |
| Annual return | 16.86% | 45.88%-29.0pp | 33.69%-16.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,443 | $4,682-5.1% | $3,880+14.5% | $6,710-33.8% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |