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 | $169,749 | $90,503+87.6% | $78,689+115.7% | $273,961-38.0% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 8.72% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,250 | $3,176-60.6% | $2,851-56.1% | $4,869-74.3% |
| Participant deferral / active EE | $6,750 | $3,901+73.0% | $3,517+91.9% | $5,287+27.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |