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 | $29,319+440.6% | $52,425+202.3% | $82,448+92.2% |
| Participation rate | 32.0% | 46.9%-14.9pp | 55.6%-23.6pp | 68.1%-36.1pp |
| Annual return | 17.50% | 535.20%-517.7pp | 302.12%-284.6pp | 41.64%-24.1pp |
| Employer contribution / active EE | $551 | $586-6.0% | $914-39.7% | $2,551-78.4% |
| Participant deferral / active EE | $2,906 | $1,171+148.1% | $1,790+62.3% | $4,139-29.8% |
| Admin fee / account holder | $37 | $1,962-98.1% | $2,495-98.5% | $7,234-99.5% |