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 | $185,004 | $64,839+185.3% | $95,585+93.5% | $84,808+118.1% |
| Participation rate | 60.7% | 63.8%-3.1pp | 72.1%-11.4pp | 68.3%-7.6pp |
| Annual return | 14.24% | -670.96%+685.2pp | 38.56%-24.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $847 | $1,759-51.9% | $2,527-66.5% | $2,631-67.8% |
| Participant deferral / active EE | $3,277 | $2,965+10.5% | $4,023-18.5% | $4,212-22.2% |
| Admin fee / account holder | $0 | $5,964-100.0% | $6,127-100.0% | $7,344-100.0% |