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 | $199,292 | $99,921+99.5% | $85,009+134.4% | $145,959+36.5% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 9.44% | 83.89%-74.4pp | 66.47%-57.0pp | 561.95%-552.5pp |
| Employer contribution / active EE | $744 | $3,233-77.0% | $2,728-72.7% | $4,661-84.0% |
| Participant deferral / active EE | $4,600 | $5,293-13.1% | $4,522+1.7% | $6,689-31.2% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |