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 | $200,465 | $117,983+69.9% | $101,794+96.9% | $142,382+40.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 12.95% | 36.92%-24.0pp | 30.53%-17.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,067 | $2,773-61.5% | $2,289-53.4% | $4,299-75.2% |
| Participant deferral / active EE | $1,676 | $4,714-64.4% | $4,084-59.0% | $6,507-74.2% |
| Admin fee / account holder | $204 | $10,433-98.0% | $8,777-97.7% | $12,624-98.4% |