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 | $196,143 | $78,705+149.2% | $117,854+66.4% | $70,131+179.7% |
| Participation rate | 33.3% | 73.2%-39.9pp | 79.7%-46.3pp | 69.5%-36.2pp |
| Annual return | 23.98% | 23.30%+0.7pp | 335.08%-311.1pp | 73.14%-49.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,857 | $3,297-43.7% | $4,482-58.6% | $3,332-44.3% |
| Admin fee / account holder | $256 | $5,065-94.9% | $8,020-96.8% | $4,645-94.5% |