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 | $145,439 | $93,071+56.3% | $74,583+95.0% | $273,961-46.9% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 245.59% | 26.18%+219.4pp | 20.47%+225.1pp | 41.45%+204.1pp |
| Employer contribution / active EE | $720 | $3,160-77.2% | $2,525-71.5% | $4,869-85.2% |
| Participant deferral / active EE | $963 | $4,160-76.8% | $3,458-72.1% | $5,287-81.8% |
| Admin fee / account holder | $114 | $5,272-97.8% | $4,138-97.2% | $10,132-98.9% |