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 | $239,022 | $110,502+116.3% | $80,716+196.1% | $167,490+42.7% |
| Participation rate | 37.5% | 64.0%-26.5pp | 54.2%-16.7pp | 82.1%-44.6pp |
| Annual return | 21.36% | 120.54%-99.2pp | 87.28%-65.9pp | 478.56%-457.2pp |
| Employer contribution / active EE | $214 | $1,543-86.1% | $1,160-81.6% | $4,837-95.6% |
| Participant deferral / active EE | $4,875 | $2,871+69.8% | $2,146+127.2% | $6,341-23.1% |
| Admin fee / account holder | $40 | $4,545-99.1% | $3,380-98.8% | $12,309-99.7% |