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 | $169,478 | $99,652+70.1% | $78,778+115.1% | $147,584+14.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 14.59% | 47.28%-32.7pp | 35.62%-21.0pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,127 | $2,796-59.7% | $1,986-43.3% | $4,876-76.9% |
| Participant deferral / active EE | $8,359 | $3,664+128.2% | $2,958+182.6% | $5,439+53.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |