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 | $241,347 | $96,635+149.7% | $86,612+178.7% | $139,434+73.1% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 18.11% | 106.41%-88.3pp | 591.07%-573.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,416 | $3,263-56.6% | $3,022-53.2% | $4,751-70.2% |
| Participant deferral / active EE | $3,346 | $4,836-30.8% | $4,438-24.6% | $6,710-50.1% |
| Admin fee / account holder | $151 | $6,408-97.6% | $5,614-97.3% | $11,403-98.7% |