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 | $172,781 | $89,355+93.4% | $141,162+22.4% | $72,985+136.7% |
| Participation rate | 48.6% | 75.1%-26.5pp | 82.5%-33.8pp | 69.5%-20.8pp |
| Annual return | 21.12% | 111.85%-90.7pp | 71.39%-50.3pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,547 | $3,114-50.3% | $4,735-67.3% | $2,440-36.6% |
| Participant deferral / active EE | $4,203 | $5,418-22.4% | $6,709-37.4% | $3,607+16.5% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |