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 | $218,833 | $101,069+116.5% | $81,478+168.6% | $147,584+48.3% |
| Participation rate | 53.8% | 74.5%-20.6pp | 68.0%-14.1pp | 82.8%-29.0pp |
| Annual return | 17.31% | 32.40%-15.1pp | 38.78%-21.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,527 | $3,205-52.4% | $2,568-40.5% | $4,876-68.7% |
| Participant deferral / active EE | $5,785 | $4,242+36.4% | $3,537+63.6% | $5,439+6.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |