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 | $222,427 | $144,119+54.3% | $117,854+88.7% | $147,584+50.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 24.25% | 531.15%-506.9pp | 335.08%-310.8pp | 578.55%-554.3pp |
| Employer contribution / active EE | $913 | $4,896-81.3% | $3,786-75.9% | $4,876-81.3% |
| Participant deferral / active EE | $2,540 | $5,316-52.2% | $4,482-43.3% | $5,439-53.3% |
| Admin fee / account holder | $10 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |