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 | $158,199 | $104,907+50.8% | $84,611+87.0% | $152,861+3.5% |
| Participation rate | 41.7% | 74.8%-33.2pp | 68.2%-26.6pp | 82.4%-40.8pp |
| Annual return | 23.27% | 373.79%-350.5pp | 258.74%-235.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,429 | $3,302-56.7% | $2,652-46.1% | $4,762-70.0% |
| Participant deferral / active EE | $6,368 | $4,688+35.8% | $3,899+63.3% | $5,850+8.9% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |