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 | $122,327 | $65,561+86.6% | $86,188+41.9% | $75,163+62.7% |
| Participation rate | 44.2% | 60.5%-16.3pp | 69.0%-24.7pp | 67.2%-23.0pp |
| Annual return | 16.96% | 46.05%-29.1pp | 1168.45%-1151.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,622 | $3,024+19.8% | $3,985-9.1% | $4,125-12.2% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |