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 | $161,507 | $72,277+123.5% | $101,248+59.5% | $79,858+102.2% |
| Participation rate | 17.1% | 68.5%-51.3pp | 75.8%-58.7pp | 69.6%-52.5pp |
| Annual return | 12.16% | 22.30%-10.1pp | 46.47%-34.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $811 | $2,692-69.9% | $3,660-77.8% | $2,471-67.2% |
| Participant deferral / active EE | $2,087 | $3,282-36.4% | $4,370-52.3% | $3,740-44.2% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |