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 | $158,496 | $30,400+421.4% | $53,898+194.1% | $84,808+86.9% |
| Participation rate | 32.0% | 46.4%-14.4pp | 55.0%-23.0pp | 68.3%-36.3pp |
| Annual return | 17.50% | 500.19%-482.7pp | 528.60%-511.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $551 | $603-8.6% | $932-40.9% | $2,631-79.1% |
| Participant deferral / active EE | $2,906 | $1,199+142.4% | $1,826+59.1% | $4,212-31.0% |
| Admin fee / account holder | $37 | $1,993-98.1% | $2,491-98.5% | $7,344-99.5% |