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 | $188,365 | $96,305+95.6% | $80,569+133.8% | $139,434+35.1% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 22.35% | 1350.08%-1327.7pp | 935.43%-913.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $862 | $3,262-73.6% | $2,723-68.3% | $4,751-81.9% |
| Participant deferral / active EE | $5,625 | $5,232+7.5% | $4,447+26.5% | $6,710-16.2% |
| Admin fee / account holder | $120 | $6,599-98.2% | $5,377-97.8% | $11,403-98.9% |