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 | $183,664 | $99,877+83.9% | $84,966+116.2% | $145,922+25.9% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 11.73% | 83.76%-72.0pp | 66.38%-54.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $957 | $3,231-70.4% | $2,727-64.9% | $4,660-79.5% |
| Participant deferral / active EE | $1,414 | $5,291-73.3% | $4,519-68.7% | $6,688-78.9% |
| Admin fee / account holder | $87 | $7,248-98.8% | $6,149-98.6% | $13,397-99.4% |