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 | $97,491 | $48,570+100.7% | $130,648-25.4% | $72,985+33.6% |
| Participation rate | 67.3% | 58.6%+8.7pp | 71.7%-4.4pp | 69.5%-2.2pp |
| Annual return | 23.67% | 38.63%-15.0pp | 1708.96%-1685.3pp | 81.00%-57.3pp |
| Employer contribution / active EE | $3,933 | $1,334+194.8% | $4,092-3.9% | $2,440+61.2% |
| Participant deferral / active EE | $6,591 | $2,384+176.5% | $3,603+82.9% | $3,607+82.7% |
| Admin fee / account holder | $194 | $3,549-94.5% | $5,464-96.5% | $5,124-96.2% |