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 | $174,725 | $98,750+76.9% | $149,696+16.7% | $79,858+118.8% |
| Participation rate | 67.7% | 75.8%-8.0pp | 82.5%-14.7pp | 69.6%-1.9pp |
| Annual return | 13.37% | 27.43%-14.1pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,868 | $3,216-41.9% | $4,644-59.8% | $2,471-24.4% |
| Participant deferral / active EE | $6,524 | $5,680+14.9% | $6,842-4.6% | $3,740+74.4% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |