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 | $202,322 | $144,119+40.4% | $117,854+71.7% | $147,584+37.1% |
| Participation rate | 61.5% | 83.4%-21.9pp | 79.7%-18.1pp | 82.8%-21.3pp |
| Annual return | 11.09% | 531.15%-520.1pp | 335.08%-324.0pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,662 | $4,896-66.1% | $3,786-56.1% | $4,876-65.9% |
| Participant deferral / active EE | $4,496 | $5,316-15.4% | $4,482+0.3% | $5,439-17.3% |
| Admin fee / account holder | $3 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |