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 | $167,054 | $96,484+73.1% | $75,886+120.1% | $152,861+9.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.3%-9.3pp | 82.4%-22.4pp |
| Annual return | 18.15% | 33.98%-15.8pp | 30.76%-12.6pp | 345.32%-327.2pp |
| Employer contribution / active EE | $10,658 | $3,309+222.0% | $2,500+326.2% | $4,762+123.8% |
| Participant deferral / active EE | $5,468 | $4,553+20.1% | $3,603+51.8% | $5,850-6.5% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |