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 6-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 | $226,639 | $165,335+37.1% | $149,696+51.4% | $158,922+42.6% |
| Participation rate | 38.5% | 84.6%-46.1pp | 82.5%-44.0pp | 82.0%-43.5pp |
| Annual return | 15.90% | 348.15%-332.2pp | 276.60%-260.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,903 | $5,103-62.7% | $4,644-59.0% | $4,761-60.0% |
| Participant deferral / active EE | $5,805 | $7,181-19.2% | $6,842-15.2% | $5,982-3.0% |
| Admin fee / account holder | $15 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |