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 | $168,266 | $83,337+101.9% | $67,834+148.1% | $273,961-38.6% |
| Participation rate | 57.1% | 76.4%-19.3pp | 68.8%-11.7pp | 83.0%-25.9pp |
| Annual return | 7.82% | 259.45%-251.6pp | 138.47%-130.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,068 | $3,287-67.5% | $2,403-55.6% | $4,869-78.1% |
| Participant deferral / active EE | $5,358 | $4,088+31.1% | $3,160+69.6% | $5,287+1.3% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |