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 | $243,216 | $111,535+118.1% | $105,223+131.1% | $137,256+77.2% |
| Participation rate | 64.3% | 78.1%-13.8pp | 75.0%-10.8pp | 80.0%-15.7pp |
| Annual return | 17.92% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,067 | $3,939-72.9% | $3,689-71.1% | $4,156-74.3% |
| Participant deferral / active EE | $4,475 | $5,500-18.6% | $5,072-11.8% | $6,407-30.1% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |