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 | $172,983 | $100,773+71.7% | $88,946+94.5% | $142,382+21.5% |
| Participation rate | 30.8% | 74.3%-43.5pp | 68.8%-38.1pp | 80.1%-49.4pp |
| Annual return | 11.40% | 70.18%-58.8pp | 57.82%-46.4pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,206 | $2,918-24.4% | $2,555-13.6% | $4,299-48.7% |
| Participant deferral / active EE | $3,708 | $5,230-29.1% | $4,581-19.1% | $6,507-43.0% |
| Admin fee / account holder | $167 | $9,693-98.3% | $8,261-98.0% | $12,624-98.7% |