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 | $205,731 | $83,902+145.2% | $167,512+22.8% | $84,808+142.6% |
| Participation rate | 20.7% | 66.5%-45.8pp | 77.1%-56.4pp | 68.3%-47.6pp |
| Annual return | 23.88% | 91.55%-67.7pp | 1615.79%-1591.9pp | 40.90%-17.0pp |
| Employer contribution / active EE | $671 | $2,264-70.4% | $3,882-82.7% | $2,631-74.5% |
| Participant deferral / active EE | $2,481 | $4,442-44.2% | $6,405-61.3% | $4,212-41.1% |
| Admin fee / account holder | $23 | $7,915-99.7% | $9,769-99.8% | $7,344-99.7% |