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 | $159,382 | $90,503+76.1% | $78,689+102.5% | $273,961-41.8% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 9.56% | 75.60%-66.0pp | 62.18%-52.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,291 | $3,176-59.3% | $2,851-54.7% | $4,869-73.5% |
| Participant deferral / active EE | $5,208 | $3,901+33.5% | $3,517+48.1% | $5,287-1.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |