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 | $217,390 | $105,126+106.8% | $94,646+129.7% | $139,434+55.9% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 15.70% | 38.03%-22.3pp | 156.71%-141.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,449 | $4,106-40.3% | $3,672-33.3% | $4,751-48.4% |
| Participant deferral / active EE | $3,656 | $7,599-51.9% | $7,418-50.7% | $6,710-45.5% |
| Admin fee / account holder | $135 | $8,984-98.5% | $7,231-98.1% | $11,403-98.8% |