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 | $177,882 | $104,907+69.6% | $84,611+110.2% | $152,861+16.4% |
| Participation rate | 42.1% | 74.8%-32.7pp | 68.2%-26.1pp | 82.4%-40.3pp |
| Annual return | 27.60% | 373.79%-346.2pp | 258.74%-231.1pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,703 | $3,302-48.4% | $2,652-35.8% | $4,762-64.2% |
| Participant deferral / active EE | $4,458 | $4,688-4.9% | $3,899+14.3% | $5,850-23.8% |
| Admin fee / account holder | $107 | $6,241-98.3% | $4,912-97.8% | $11,596-99.1% |