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 | $178,050 | $99,020+79.8% | $86,590+105.6% | $147,584+20.6% |
| Participation rate | 10.5% | 76.3%-65.8pp | 73.5%-63.0pp | 82.8%-72.3pp |
| Annual return | 9.22% | 1312.34%-1303.1pp | 964.84%-955.6pp | 578.55%-569.3pp |
| Employer contribution / active EE | $184 | $3,132-94.1% | $2,839-93.5% | $4,876-96.2% |
| Participant deferral / active EE | $1,303 | $3,972-67.2% | $3,609-63.9% | $5,439-76.0% |
| Admin fee / account holder | $81 | $5,710-98.6% | $4,906-98.3% | $10,885-99.3% |