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 | $236,672 | $70,756+234.5% | $65,493+261.4% | $142,382+66.2% |
| Participation rate | 17.4% | 77.4%-60.0pp | 73.1%-55.7pp | 80.1%-62.7pp |
| Annual return | 12.30% | 1754.89%-1742.6pp | 982.45%-970.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $434 | $2,881-84.9% | $2,574-83.1% | $4,299-89.9% |
| Participant deferral / active EE | $2,887 | $4,637-37.7% | $3,961-27.1% | $6,507-55.6% |
| Admin fee / account holder | $183 | $6,559-97.2% | $5,028-96.4% | $12,624-98.6% |