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 | $185,951 | $102,966+80.6% | $90,281+106.0% | $152,861+21.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 16.44% | 95.16%-78.7pp | 78.10%-61.7pp | 345.32%-328.9pp |
| Employer contribution / active EE | $2,028 | $3,139-35.4% | $2,854-29.0% | $4,762-57.4% |
| Participant deferral / active EE | $6,333 | $4,281+47.9% | $3,885+63.0% | $5,850+8.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |