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 | $120,876 | $755,339-84.0% | $379,746-68.2% | $158,922-23.9% |
| Participation rate | 35.3% | 81.8%-46.5pp | 78.4%-43.1pp | 82.0%-46.7pp |
| Annual return | 135.55% | 53.41%+82.1pp | 34.90%+100.6pp | 302.83%-167.3pp |
| Employer contribution / active EE | $930 | $4,685-80.1% | $3,540-73.7% | $4,761-80.5% |
| Participant deferral / active EE | $2,347 | $7,938-70.4% | $6,024-61.0% | $5,982-60.8% |
| Admin fee / account holder | $156 | $14,482-98.9% | $7,927-98.0% | $11,246-98.6% |