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 | $190,975 | $112,096+70.4% | $95,952+99.0% | $158,922+20.2% |
| Participation rate | 69.2% | 79.0%-9.7pp | 77.1%-7.8pp | 82.0%-12.7pp |
| Annual return | 26.42% | 171.09%-144.7pp | 91.61%-65.2pp | 302.83%-276.4pp |
| Employer contribution / active EE | $975 | $3,198-69.5% | $2,541-61.6% | $4,761-79.5% |
| Participant deferral / active EE | $2,063 | $4,784-56.9% | $4,167-50.5% | $5,982-65.5% |
| Admin fee / account holder | $208 | $10,130-97.9% | $6,795-96.9% | $11,246-98.1% |