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 | $141,697 | $54,541+159.8% | $78,778+79.9% | $70,131+102.0% |
| Participation rate | 24.1% | 60.8%-36.7pp | 69.2%-45.1pp | 69.5%-45.4pp |
| Annual return | 16.01% | 21.07%-5.1pp | 35.62%-19.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $495 | $1,089-54.6% | $1,986-75.1% | $2,342-78.9% |
| Participant deferral / active EE | $1,953 | $2,210-11.6% | $2,958-34.0% | $3,332-41.4% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |