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 | $185,776 | $108,172+71.7% | $77,482+139.8% | $158,922+16.9% |
| Participation rate | 42.9% | 64.4%-21.6pp | 54.2%-11.3pp | 82.0%-39.1pp |
| Annual return | 28.07% | 31.67%-3.6pp | 54.79%-26.7pp | 302.83%-274.8pp |
| Employer contribution / active EE | $182 | $1,325-86.2% | $986-81.5% | $4,761-96.2% |
| Participant deferral / active EE | $7,429 | $2,456+202.4% | $1,861+299.1% | $5,982+24.2% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |