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 | $193,898 | $110,502+75.5% | $80,716+140.2% | $167,490+15.8% |
| Participation rate | 18.8% | 64.0%-45.2pp | 54.2%-35.4pp | 82.1%-63.4pp |
| Annual return | 7.72% | 120.54%-112.8pp | 87.28%-79.6pp | 478.56%-470.8pp |
| Employer contribution / active EE | $712 | $1,543-53.9% | $1,160-38.6% | $4,837-85.3% |
| Participant deferral / active EE | $2,394 | $2,871-16.6% | $2,146+11.6% | $6,341-62.2% |
| Admin fee / account holder | $16 | $4,545-99.6% | $3,380-99.5% | $12,309-99.9% |