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 | $194,329 | $109,982+76.7% | $97,226+99.9% | $145,922+33.2% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 14.38% | 242.90%-228.5pp | 75.13%-60.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,134 | $3,084-63.2% | $2,729-58.4% | $4,660-75.7% |
| Participant deferral / active EE | $3,000 | $4,676-35.8% | $4,264-29.6% | $6,688-55.1% |
| Admin fee / account holder | $15 | $6,221-99.8% | $5,654-99.7% | $13,397-99.9% |