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 | $189,504 | $96,965+95.4% | $97,995+93.4% | $147,584+28.4% |
| Participation rate | 50.0% | 83.6%-33.6pp | 82.4%-32.4pp | 82.8%-32.8pp |
| Annual return | 20.17% | 24.11%-3.9pp | 23.94%-3.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,680 | $4,536-40.9% | $4,158-35.5% | $4,876-45.0% |
| Participant deferral / active EE | $3,350 | $5,081-34.1% | $5,097-34.3% | $5,439-38.4% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |