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 | $54,324 | $105,998-48.7% | $92,233-41.1% | $147,584-63.2% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | 16.52% | 50.05%-33.5pp | 176.28%-159.8pp | 578.55%-562.0pp |
| Employer contribution / active EE | $8,521 | $4,333+96.6% | $3,679+131.6% | $4,876+74.7% |
| Participant deferral / active EE | $5,476 | $4,478+22.3% | $3,897+40.5% | $5,439+0.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |