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 | $232,013 | $114,381+102.8% | $107,525+115.8% | $142,382+63.0% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 19.12% | 242.71%-223.6pp | 181.32%-162.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,383 | $4,015-65.5% | $3,754-63.1% | $4,299-67.8% |
| Participant deferral / active EE | $1,975 | $5,564-64.5% | $5,116-61.4% | $6,507-69.7% |
| Admin fee / account holder | $120 | $9,860-98.8% | $8,919-98.7% | $12,624-99.0% |