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 | $189,662 | $73,933+156.5% | $96,683+96.2% | $75,163+152.3% |
| Participation rate | 25.8% | 66.4%-40.6pp | 74.3%-48.5pp | 67.2%-41.4pp |
| Annual return | 13.36% | 26.70%-13.3pp | 35.69%-22.3pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,314 | $2,928-21.0% | $3,737-38.1% | $2,670-13.3% |
| Participant deferral / active EE | $2,911 | $3,659-20.4% | $4,878-40.3% | $4,125-29.4% |
| Admin fee / account holder | $141 | $5,216-97.3% | $6,730-97.9% | $5,651-97.5% |