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 | $165,455 | $99,020+67.1% | $86,590+91.1% | $147,584+12.1% |
| Participation rate | 36.4% | 76.3%-40.0pp | 73.5%-37.2pp | 82.8%-46.5pp |
| Annual return | 19.90% | 1312.34%-1292.4pp | 964.84%-944.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $777 | $3,132-75.2% | $2,839-72.6% | $4,876-84.1% |
| Participant deferral / active EE | $3,402 | $3,972-14.3% | $3,609-5.7% | $5,439-37.4% |
| Admin fee / account holder | $21 | $5,710-99.6% | $4,906-99.6% | $10,885-99.8% |