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 | $170,780 | $53,127+221.5% | $86,590+97.2% | $70,131+143.5% |
| Participation rate | 30.8% | 65.3%-34.5pp | 73.5%-42.8pp | 69.5%-38.8pp |
| Annual return | 20.44% | 27.66%-7.2pp | 964.84%-944.4pp | 73.14%-52.7pp |
| Employer contribution / active EE | $791 | $2,068-61.7% | $2,839-72.1% | $2,342-66.2% |
| Participant deferral / active EE | $3,102 | $2,696+15.1% | $3,609-14.0% | $3,332-6.9% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |