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 | $249,075 | $48,570+412.8% | $130,648+90.6% | $72,985+241.3% |
| Participation rate | 28.6% | 58.6%-30.0pp | 71.7%-43.2pp | 69.5%-40.9pp |
| Annual return | 22.68% | 38.63%-15.9pp | 1708.96%-1686.3pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,271 | $1,334-4.7% | $4,092-68.9% | $2,440-47.9% |
| Participant deferral / active EE | $2,755 | $2,384+15.6% | $3,603-23.5% | $3,607-23.6% |
| Admin fee / account holder | $22 | $3,549-99.4% | $5,464-99.6% | $5,124-99.6% |