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 | $176,445 | $118,680+48.7% | $98,907+78.4% | $158,922+11.0% |
| Participation rate | 54.5% | 77.8%-23.3pp | 76.0%-21.5pp | 82.0%-27.4pp |
| Annual return | 12.54% | 372.35%-359.8pp | 196.43%-183.9pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,087 | $3,333-67.4% | $2,689-59.6% | $4,761-77.2% |
| Participant deferral / active EE | $2,279 | $5,088-55.2% | $4,244-46.3% | $5,982-61.9% |
| Admin fee / account holder | $8 | $10,131-99.9% | $6,642-99.9% | $11,246-99.9% |