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 | $209,809 | $93,346+124.8% | $71,796+192.2% | $273,961-23.4% |
| Participation rate | 55.6% | 76.5%-21.0pp | 69.1%-13.6pp | 83.0%-27.5pp |
| Annual return | 9.08% | 130.39%-121.3pp | 78.04%-69.0pp | 41.45%-32.4pp |
| Employer contribution / active EE | $919 | $2,733-66.4% | $1,924-52.3% | $4,869-81.1% |
| Participant deferral / active EE | $3,229 | $3,475-7.1% | $2,794+15.5% | $5,287-38.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |