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 7-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 | $246,307 | $74,888+228.9% | $71,209+245.9% | $142,382+73.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 20.06% | 345.14%-325.1pp | 282.51%-262.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,525 | $2,854-46.6% | $2,721-44.0% | $4,299-64.5% |
| Participant deferral / active EE | $9,400 | $4,454+111.0% | $4,175+125.1% | $6,507+44.5% |
| Admin fee / account holder | $120 | $5,568-97.8% | $5,349-97.8% | $12,624-99.0% |