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 9-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 | $108,906 | $30,400+258.2% | $53,898+102.1% | $84,808+28.4% |
| Participation rate | 25.9% | 46.4%-20.5pp | 55.0%-29.0pp | 68.3%-42.4pp |
| Annual return | 18.14% | 500.19%-482.0pp | 528.60%-510.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $432 | $603-28.3% | $932-53.7% | $2,631-83.6% |
| Participant deferral / active EE | $2,784 | $1,199+132.3% | $1,826+52.4% | $4,212-33.9% |
| Admin fee / account holder | $7 | $1,993-99.6% | $2,491-99.7% | $7,344-99.9% |