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 | $147,466 | $97,044+52.0% | $83,333+77.0% | $135,375+8.9% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | 14.30% | 12.31%+2.0pp | 10.63%+3.7pp | 519.73%-505.4pp |
| Employer contribution / active EE | $3,517 | $4,143-15.1% | $3,379+4.1% | $4,779-26.4% |
| Participant deferral / active EE | $11,618 | $5,964+94.8% | $5,565+108.8% | $5,609+107.1% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |