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 | $152,938 | $118,849+28.7% | $96,562+58.4% | $167,490-8.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 8.56% | 50.49%-41.9pp | 37.78%-29.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,636 | $3,120-47.6% | $2,356-30.6% | $4,837-66.2% |
| Participant deferral / active EE | $4,090 | $4,616-11.4% | $3,849+6.3% | $6,341-35.5% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |