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 | $212,961 | $41,078+418.4% | $80,569+164.3% | $71,457+198.0% |
| Participation rate | 10.2% | 50.2%-40.0pp | 67.0%-56.8pp | 67.9%-57.7pp |
| Annual return | 58.84% | 38.45%+20.4pp | 935.43%-876.6pp | 28.85%+30.0pp |
| Employer contribution / active EE | $332 | $1,506-77.9% | $2,723-87.8% | $2,588-87.2% |
| Participant deferral / active EE | $806 | $2,699-70.1% | $4,447-81.9% | $4,289-81.2% |
| Admin fee / account holder | $290 | $1,840-84.2% | $5,377-94.6% | $1,587-81.7% |