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 | $181,858 | $105,859+71.8% | $90,160+101.7% | $147,584+23.2% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 20.06% | 37.63%-17.6pp | 34.88%-14.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,074 | $4,126-49.7% | $3,318-37.5% | $4,876-57.5% |
| Participant deferral / active EE | $7,864 | $5,733+37.2% | $5,288+48.7% | $5,439+44.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |