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 | $209,697 | $72,071+191.0% | $68,368+206.7% | $137,256+52.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 21.64% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,652 | $2,788-40.7% | $2,649-37.6% | $4,156-60.2% |
| Participant deferral / active EE | $10,833 | $4,410+145.7% | $4,123+162.8% | $6,407+69.1% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |