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 | $177,821 | $102,966+72.7% | $90,281+97.0% | $152,861+16.3% |
| Participation rate | 53.3% | 75.9%-22.5pp | 73.3%-19.9pp | 82.4%-29.1pp |
| Annual return | 18.40% | 95.16%-76.8pp | 78.10%-59.7pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,503 | $3,139-52.1% | $2,854-47.4% | $4,762-68.4% |
| Participant deferral / active EE | $6,518 | $4,281+52.2% | $3,885+67.7% | $5,850+11.4% |
| Admin fee / account holder | $247 | $6,171-96.0% | $5,351-95.4% | $11,596-97.9% |