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 | $208,976 | $64,324+224.9% | $118,925+75.7% | $79,858+161.7% |
| Participation rate | 26.4% | 64.9%-38.4pp | 75.4%-49.0pp | 69.6%-43.2pp |
| Annual return | 13.72% | 86.45%-72.7pp | 35.88%-22.2pp | 31.71%-18.0pp |
| Employer contribution / active EE | $981 | $1,836-46.6% | $3,263-69.9% | $2,471-60.3% |
| Participant deferral / active EE | $2,548 | $2,824-9.8% | $4,265-40.2% | $3,740-31.9% |
| Admin fee / account holder | $283 | $4,040-93.0% | $6,581-95.7% | $5,306-94.7% |