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 | $177,970 | $111,724+59.3% | $93,606+90.1% | $145,922+22.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 8.58% | 202.98%-194.4pp | 133.20%-124.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $797 | $3,090-74.2% | $2,420-67.1% | $4,660-82.9% |
| Participant deferral / active EE | $3,893 | $4,912-20.8% | $4,411-11.8% | $6,688-41.8% |
| Admin fee / account holder | $20 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |