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 | $206,550 | $108,172+90.9% | $77,482+166.6% | $158,922+30.0% |
| Participation rate | 40.0% | 64.4%-24.4pp | 54.2%-14.2pp | 82.0%-42.0pp |
| Annual return | 11.31% | 31.67%-20.4pp | 54.79%-43.5pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,719 | $1,325+29.7% | $986+74.2% | $4,761-63.9% |
| Participant deferral / active EE | $10,848 | $2,456+341.7% | $1,861+482.9% | $5,982+81.3% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |