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 | $168,804 | $90,348+86.8% | $75,972+122.2% | $145,922+15.7% |
| Participation rate | 45.0% | 74.5%-29.5pp | 69.1%-24.1pp | 80.3%-35.3pp |
| Annual return | 16.09% | 620.88%-604.8pp | 359.55%-343.5pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,382 | $3,311-58.3% | $2,685-48.5% | $4,660-70.3% |
| Participant deferral / active EE | $3,240 | $5,162-37.2% | $4,255-23.9% | $6,688-51.6% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |