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 | $159,200 | $102,966+54.6% | $90,281+76.3% | $152,861+4.1% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 18.40% | 95.16%-76.8pp | 78.10%-59.7pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,091 | $3,139-65.2% | $2,854-61.8% | $4,762-77.1% |
| Participant deferral / active EE | $5,354 | $4,281+25.0% | $3,885+37.8% | $5,850-8.5% |
| Admin fee / account holder | $181 | $6,171-97.1% | $5,351-96.6% | $11,596-98.4% |