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 | $179,656 | $95,266+88.6% | $82,389+118.1% | $142,382+26.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 12.78% | 25.74%-13.0pp | 28.67%-15.9pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,286 | $2,991-23.6% | $2,517-9.2% | $4,299-46.8% |
| Participant deferral / active EE | $9,984 | $4,809+107.6% | $4,155+140.3% | $6,507+53.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |