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 7-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 | $232,108 | $117,381+97.7% | $99,443+133.4% | $152,861+51.8% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 29.49% | 31.87%-2.4pp | 30.72%-1.2pp | 345.32%-315.8pp |
| Employer contribution / active EE | $1,050 | $3,013-65.1% | $2,540-58.7% | $4,762-78.0% |
| Participant deferral / active EE | $2,667 | $4,086-34.7% | $3,619-26.3% | $5,850-54.4% |
| Admin fee / account holder | $92 | $7,631-98.8% | $6,250-98.5% | $11,596-99.2% |