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 | $233,433 | $109,817+112.6% | $98,442+137.1% | $167,490+39.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 15.28% | 1956.69%-1941.4pp | 1492.73%-1477.4pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,260 | $3,224-60.9% | $2,960-57.4% | $4,837-74.0% |
| Participant deferral / active EE | $3,139 | $4,673-32.8% | $4,276-26.6% | $6,341-50.5% |
| Admin fee / account holder | $104 | $6,753-98.5% | $5,949-98.2% | $12,309-99.2% |