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 | $213,119 | $102,616+107.7% | $81,983+160.0% | $158,922+34.1% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.2%-9.2pp | 82.0%-22.0pp |
| Annual return | 12.06% | 61.04%-49.0pp | 41.31%-29.2pp | 302.83%-290.8pp |
| Employer contribution / active EE | $9,569 | $3,240+195.3% | $2,498+283.1% | $4,761+101.0% |
| Participant deferral / active EE | $5,978 | $4,648+28.6% | $3,722+60.6% | $5,982-0.1% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |