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 | $228,606 | $99,652+129.4% | $78,778+190.2% | $147,584+54.9% |
| Participation rate | 38.5% | 76.2%-37.8pp | 69.2%-30.7pp | 82.8%-44.4pp |
| Annual return | 21.44% | 47.28%-25.8pp | 35.62%-14.2pp | 578.55%-557.1pp |
| Employer contribution / active EE | $1,503 | $2,796-46.2% | $1,986-24.3% | $4,876-69.2% |
| Participant deferral / active EE | $4,847 | $3,664+32.3% | $2,958+63.8% | $5,439-10.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |