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 | $81,447 | $90,503-10.0% | $78,689+3.5% | $273,961-70.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 176.18% | 75.60%+100.6pp | 62.18%+114.0pp | 41.45%+134.7pp |
| Employer contribution / active EE | $2,399 | $3,176-24.4% | $2,851-15.8% | $4,869-50.7% |
| Participant deferral / active EE | $11,667 | $3,901+199.1% | $3,517+231.7% | $5,287+120.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |