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 | $164,159 | $105,998+54.9% | $92,233+78.0% | $147,584+11.2% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 19.35% | 50.05%-30.7pp | 176.28%-156.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,333 | $4,333-46.1% | $3,679-36.6% | $4,876-52.1% |
| Participant deferral / active EE | $8,000 | $4,478+78.7% | $3,897+105.3% | $5,439+47.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |