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 8-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 | $210,779 | $110,257+91.2% | $96,544+118.3% | $139,434+51.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 17.15% | 26.32%-9.2pp | 25.84%-8.7pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,569 | $3,620-56.7% | $2,965-47.1% | $4,751-67.0% |
| Participant deferral / active EE | $5,796 | $5,548+4.5% | $4,851+19.5% | $6,710-13.6% |
| Admin fee / account holder | $30 | $11,591-99.7% | $8,252-99.6% | $11,403-99.7% |