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 | $188,887 | $118,450+59.5% | $98,439+91.9% | $139,434+35.5% |
| Participation rate | 57.1% | 77.4%-20.3pp | 75.2%-18.0pp | 80.3%-23.2pp |
| Annual return | 15.47% | 18.94%-3.5pp | 21.16%-5.7pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,719 | $3,609-52.4% | $3,048-43.6% | $4,751-63.8% |
| Participant deferral / active EE | $8,587 | $5,392+59.3% | $4,738+81.2% | $6,710+28.0% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |