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 | $112,011 | $35,183+218.4% | $73,545+52.3% | $70,131+59.7% |
| Participation rate | 14.3% | 42.9%-28.6pp | 54.9%-40.6pp | 69.5%-55.3pp |
| Annual return | 19.46% | 26.90%-7.4pp | -15.16%+34.6pp | 73.14%-53.7pp |
| Employer contribution / active EE | $279 | $709-60.7% | $1,219-77.1% | $2,342-88.1% |
| Participant deferral / active EE | $1,752 | $1,220+43.6% | $1,806-3.0% | $3,332-47.4% |
| Admin fee / account holder | $10 | $2,302-99.6% | $2,320-99.6% | $4,645-99.8% |