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 | $200,838 | $65,041+208.8% | $90,951+120.8% | $79,858+151.5% |
| Participation rate | 10.0% | 61.6%-51.6pp | 69.0%-59.0pp | 69.6%-59.6pp |
| Annual return | 13.79% | 30.45%-16.7pp | 134.60%-120.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $546 | $1,247-56.3% | $2,122-74.3% | $2,471-77.9% |
| Participant deferral / active EE | $1,629 | $2,512-35.2% | $3,373-51.7% | $3,740-56.4% |
| Admin fee / account holder | $288 | $4,536-93.7% | $5,959-95.2% | $5,306-94.6% |