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 | $173,410 | $111,724+55.2% | $93,606+85.3% | $145,922+18.8% |
| Participation rate | 57.9% | 74.2%-16.3pp | 68.7%-10.8pp | 80.3%-22.4pp |
| Annual return | 13.96% | 202.98%-189.0pp | 133.20%-119.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,388 | $3,090-22.7% | $2,420-1.3% | $4,660-48.8% |
| Participant deferral / active EE | $4,893 | $4,912-0.4% | $4,411+10.9% | $6,688-26.8% |
| Admin fee / account holder | $13 | $10,250-99.9% | $8,285-99.8% | $13,397-99.9% |