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 | $177,600 | $105,998+67.6% | $92,233+92.6% | $147,584+20.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 28.37% | 50.05%-21.7pp | 176.28%-147.9pp | 578.55%-550.2pp |
| Employer contribution / active EE | $785 | $4,333-81.9% | $3,679-78.7% | $4,876-83.9% |
| Participant deferral / active EE | $3,768 | $4,478-15.9% | $3,897-3.3% | $5,439-30.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |