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 | $196,735 | $104,251+88.7% | $91,001+116.2% | $147,584+33.3% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.6%-15.6pp | 82.8%-22.8pp |
| Annual return | 20.02% | 27.06%-7.0pp | 4.60%+15.4pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,936 | $3,116-37.8% | $2,456-21.1% | $4,876-60.3% |
| Participant deferral / active EE | $13,200 | $4,195+214.7% | $3,547+272.1% | $5,439+142.7% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |