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 | $122,747 | $232,540-47.2% | $185,117-33.7% | $147,584-16.8% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 24.85% | 43.03%-18.2pp | 40.50%-15.6pp | 578.55%-553.7pp |
| Employer contribution / active EE | $17,250 | $5,195+232.0% | $4,182+312.5% | $4,876+253.8% |
| Participant deferral / active EE | $6,000 | $5,834+2.9% | $5,045+18.9% | $5,439+10.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |