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 | $111,088 | $70,756+57.0% | $65,493+69.6% | $142,382-22.0% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 19.98% | 1754.89%-1734.9pp | 982.45%-962.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $730 | $2,881-74.7% | $2,574-71.7% | $4,299-83.0% |
| Participant deferral / active EE | $1,459 | $4,637-68.5% | $3,961-63.2% | $6,507-77.6% |
| Admin fee / account holder | $70 | $6,559-98.9% | $5,028-98.6% | $12,624-99.4% |