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 | $230,842 | $103,376+123.3% | $87,100+165.0% | $152,861+51.0% |
| Participation rate | 46.2% | 79.3%-33.2pp | 76.9%-30.7pp | 82.4%-36.3pp |
| Annual return | 18.82% | 28.10%-9.3pp | 28.19%-9.4pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,546 | $3,220-52.0% | $2,521-38.7% | $4,762-67.5% |
| Participant deferral / active EE | $5,350 | $4,778+12.0% | $4,049+32.1% | $5,850-8.5% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |