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 | $243,516 | $183,519+32.7% | $155,509+56.6% | $145,922+66.9% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.3pp | 80.3%-26.4pp |
| Annual return | 16.33% | 61.17%-44.8pp | 64.67%-48.3pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,612 | $5,313-69.7% | $4,672-65.5% | $4,660-65.4% |
| Participant deferral / active EE | $6,121 | $6,462-5.3% | $5,626+8.8% | $6,688-8.5% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |