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 | $144,486 | $65,685+120.0% | $57,179+152.7% | $273,961-47.3% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.3%-15.3pp | 83.0%-23.0pp |
| Annual return | 7.99% | 21.99%-14.0pp | 14.59%-6.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,788 | $3,279-15.0% | $2,682+3.9% | $4,869-42.7% |
| Participant deferral / active EE | $3,308 | $3,782-12.5% | $3,096+6.8% | $5,287-37.4% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |