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 | $214,807 | $96,956+121.6% | $70,014+206.8% | $273,961-21.6% |
| Participation rate | 33.3% | 77.1%-43.7pp | 71.8%-38.5pp | 83.0%-49.7pp |
| Annual return | 6.47% | 12.93%-6.5pp | 12.99%-6.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $969 | $3,316-70.8% | $2,338-58.6% | $4,869-80.1% |
| Participant deferral / active EE | $2,237 | $3,744-40.2% | $2,931-23.7% | $5,287-57.7% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |