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 | $160,109 | $78,672+103.5% | $109,143+46.7% | $85,850+86.5% |
| Participation rate | 24.3% | 68.3%-44.0pp | 75.9%-51.6pp | 69.3%-45.0pp |
| Annual return | 11.85% | 25.09%-13.2pp | 25.75%-13.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,137 | $2,735-58.4% | $3,722-69.4% | $2,565-55.7% |
| Participant deferral / active EE | $2,506 | $3,467-27.7% | $4,653-46.1% | $3,952-36.6% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |