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 | $208,093 | $43,075+383.1% | $74,583+179.0% | $62,891+230.9% |
| Participation rate | 21.4% | 58.1%-36.6pp | 68.1%-46.7pp | 69.3%-47.9pp |
| Annual return | 14.79% | 17.50%-2.7pp | 20.47%-5.7pp | 20.14%-5.4pp |
| Employer contribution / active EE | $4,897 | $1,498+227.0% | $2,525+93.9% | $2,281+114.7% |
| Participant deferral / active EE | $2,567 | $2,389+7.4% | $3,458-25.8% | $3,203-19.8% |
| Admin fee / account holder | $39 | $2,840-98.6% | $4,138-99.0% | $4,296-99.1% |