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 | $223,007 | $93,071+139.6% | $74,583+199.0% | $273,961-18.6% |
| Participation rate | 27.3% | 74.9%-47.7pp | 68.1%-40.8pp | 83.0%-55.7pp |
| Annual return | 2.12% | 26.18%-24.1pp | 20.47%-18.3pp | 41.45%-39.3pp |
| Employer contribution / active EE | $1,113 | $3,160-64.8% | $2,525-55.9% | $4,869-77.1% |
| Participant deferral / active EE | $2,455 | $4,160-41.0% | $3,458-29.0% | $5,287-53.6% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |