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 | $169,550 | $117,841+43.9% | $102,423+65.5% | $145,922+16.2% |
| Participation rate | 61.1% | 78.6%-17.5pp | 76.5%-15.4pp | 80.3%-19.2pp |
| Annual return | 11.56% | 31.65%-20.1pp | 29.32%-17.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,044 | $3,615-43.5% | $3,023-32.4% | $4,660-56.1% |
| Participant deferral / active EE | $9,440 | $5,731+64.7% | $5,053+86.8% | $6,688+41.2% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |