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 | $219,863 | $183,963+19.5% | $162,163+35.6% | $152,861+43.8% |
| Participation rate | 54.5% | 88.5%-34.0pp | 87.6%-33.0pp | 82.4%-27.9pp |
| Annual return | 18.75% | 150.76%-132.0pp | 115.59%-96.8pp | 345.32%-326.6pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,898 | $8,034-39.0% | $7,298-32.9% | $5,850-16.3% |
| Admin fee / account holder | $80 | $13,121-99.4% | $10,843-99.3% | $11,596-99.3% |