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 | $199,981 | $56,060+256.7% | $76,002+163.1% | $80,874+147.3% |
| Participation rate | 46.2% | 62.0%-15.9pp | 69.1%-22.9pp | 67.6%-21.5pp |
| Annual return | 17.26% | 20.54%-3.3pp | 360.07%-342.8pp | 35.62%-18.4pp |
| Employer contribution / active EE | $885 | $1,873-52.7% | $2,688-67.1% | $2,756-67.9% |
| Participant deferral / active EE | $4,489 | $3,051+47.1% | $4,257+5.5% | $4,297+4.5% |
| Admin fee / account holder | $102 | $5,237-98.1% | $6,414-98.4% | $6,935-98.5% |