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 | $209,029 | $149,679+39.7% | $117,039+78.6% | $147,584+41.6% |
| Participation rate | 47.4% | 83.5%-36.1pp | 77.2%-29.8pp | 82.8%-35.5pp |
| Annual return | 12.26% | 19.31%-7.1pp | 18.95%-6.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $915 | $4,937-81.5% | $3,785-75.8% | $4,876-81.2% |
| Participant deferral / active EE | $1,309 | $4,912-73.3% | $3,929-66.7% | $5,439-75.9% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |