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 | $198,315 | $102,966+92.6% | $90,281+119.7% | $152,861+29.7% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.4%-62.4pp |
| Annual return | 26.23% | 95.16%-68.9pp | 78.10%-51.9pp | 345.32%-319.1pp |
| Employer contribution / active EE | $210 | $3,139-93.3% | $2,854-92.6% | $4,762-95.6% |
| Participant deferral / active EE | $4,800 | $4,281+12.1% | $3,885+23.5% | $5,850-18.0% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |