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 | $151,330 | $72,277+109.4% | $101,248+49.5% | $79,858+89.5% |
| Participation rate | 45.2% | 68.5%-23.3pp | 75.8%-30.6pp | 69.6%-24.5pp |
| Annual return | 52.14% | 22.30%+29.8pp | 46.47%+5.7pp | 31.71%+20.4pp |
| Employer contribution / active EE | $2,122 | $2,692-21.2% | $3,660-42.0% | $2,471-14.1% |
| Participant deferral / active EE | $3,760 | $3,282+14.6% | $4,370-14.0% | $3,740+0.5% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |