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 | $244,026 | $100,773+142.2% | $88,946+174.4% | $142,382+71.4% |
| Participation rate | 12.5% | 74.3%-61.8pp | 68.8%-56.3pp | 80.1%-67.6pp |
| Annual return | 41.41% | 70.18%-28.8pp | 57.82%-16.4pp | 217.08%-175.7pp |
| Employer contribution / active EE | $1,210 | $2,918-58.5% | $2,555-52.7% | $4,299-71.9% |
| Participant deferral / active EE | $1,759 | $5,230-66.4% | $4,581-61.6% | $6,507-73.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |