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 | $176,191 | $69,207+154.6% | $64,056+175.1% | $139,434+26.4% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 46.90% | 45.88%+1.0pp | 33.69%+13.2pp | 372.94%-326.0pp |
| Employer contribution / active EE | $2,183 | $3,182-31.4% | $2,747-20.5% | $4,751-54.0% |
| Participant deferral / active EE | $3,504 | $4,682-25.2% | $3,880-9.7% | $6,710-47.8% |
| Admin fee / account holder | $120 | $4,244-97.2% | $3,068-96.1% | $11,403-98.9% |