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 | $221,168 | $102,966+114.8% | $90,281+145.0% | $152,861+44.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 16.53% | 95.16%-78.6pp | 78.10%-61.6pp | 345.32%-328.8pp |
| Employer contribution / active EE | $5,260 | $3,139+67.6% | $2,854+84.3% | $4,762+10.5% |
| Participant deferral / active EE | $9,750 | $4,281+127.7% | $3,885+151.0% | $5,850+66.7% |
| Admin fee / account holder | $273 | $6,171-95.6% | $5,351-94.9% | $11,596-97.7% |