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 | $230,222 | $117,841+95.4% | $102,423+124.8% | $145,922+57.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 21.43% | 31.65%-10.2pp | 29.32%-7.9pp | 561.29%-539.9pp |
| Employer contribution / active EE | $1,764 | $3,615-51.2% | $3,023-41.7% | $4,660-62.1% |
| Participant deferral / active EE | $3,563 | $5,731-37.8% | $5,053-29.5% | $6,688-46.7% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |