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 | $228,309 | $116,175+96.5% | $93,606+143.9% | $152,861+49.4% |
| Participation rate | 20.0% | 78.0%-58.0pp | 75.8%-55.8pp | 82.4%-62.4pp |
| Annual return | 17.67% | 35.96%-18.3pp | 32.76%-15.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,367 | $3,218-57.5% | $2,718-49.7% | $4,762-71.3% |
| Participant deferral / active EE | $3,175 | $4,603-31.0% | $4,069-22.0% | $5,850-45.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |