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 | $213,869 | $78,672+171.9% | $109,143+96.0% | $85,850+149.1% |
| Participation rate | 43.3% | 68.3%-24.9pp | 75.9%-32.5pp | 69.3%-26.0pp |
| Annual return | 14.33% | 25.09%-10.8pp | 25.75%-11.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,317 | $2,735-15.3% | $3,722-37.7% | $2,565-9.7% |
| Participant deferral / active EE | $4,536 | $3,467+30.8% | $4,653-2.5% | $3,952+14.8% |
| Admin fee / account holder | $113 | $5,469-97.9% | $6,752-98.3% | $6,260-98.2% |