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 | $239,436 | $102,966+132.5% | $90,281+165.2% | $152,861+56.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 18.76% | 95.16%-76.4pp | 78.10%-59.3pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,515 | $3,139-19.9% | $2,854-11.9% | $4,762-47.2% |
| Participant deferral / active EE | $11,262 | $4,281+163.0% | $3,885+189.9% | $5,850+92.5% |
| Admin fee / account holder | $10 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |