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 | $220,334 | $99,652+121.1% | $78,778+179.7% | $147,584+49.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 27.93% | 47.28%-19.4pp | 35.62%-7.7pp | 578.55%-550.6pp |
| Employer contribution / active EE | $1,887 | $2,796-32.5% | $1,986-5.0% | $4,876-61.3% |
| Participant deferral / active EE | $2,337 | $3,664-36.2% | $2,958-21.0% | $5,439-57.0% |
| Admin fee / account holder | $201 | $7,155-97.2% | $5,134-96.1% | $10,885-98.1% |