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 | $153,456 | $88,710+73.0% | $81,783+87.6% | $145,959+5.1% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 15.32% | 1027.26%-1011.9pp | 775.05%-759.7pp | 561.95%-546.6pp |
| Employer contribution / active EE | $2,090 | $3,083-32.2% | $2,913-28.2% | $4,661-55.1% |
| Participant deferral / active EE | $2,585 | $4,645-44.3% | $4,320-40.2% | $6,689-61.3% |
| Admin fee / account holder | $234 | $8,407-97.2% | $7,380-96.8% | $13,398-98.3% |