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 | $180,881 | $95,561+89.3% | $77,163+134.4% | $139,434+29.7% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 16.86% | 54.92%-38.1pp | 37.87%-21.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,162 | $3,147-31.3% | $2,535-14.7% | $4,751-54.5% |
| Participant deferral / active EE | $2,162 | $4,624-53.2% | $3,833-43.6% | $6,710-67.8% |
| Admin fee / account holder | $90 | $8,295-98.9% | $5,472-98.4% | $11,403-99.2% |