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 | $170,918 | $115,882+47.5% | $100,516+70.0% | $158,922+7.5% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 26.30% | 34.79%-8.5pp | 30.89%-4.6pp | 302.83%-276.5pp |
| Employer contribution / active EE | $15,975 | $4,103+289.3% | $3,418+367.4% | $4,761+235.5% |
| Participant deferral / active EE | $13,000 | $6,674+94.8% | $6,270+107.3% | $5,982+117.3% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |