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 | $187,782 | $103,376+81.6% | $87,100+115.6% | $152,861+22.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 30.10% | 28.10%+2.0pp | 28.19%+1.9pp | 345.32%-315.2pp |
| Employer contribution / active EE | $1,995 | $3,220-38.1% | $2,521-20.9% | $4,762-58.1% |
| Participant deferral / active EE | $8,728 | $4,778+82.7% | $4,049+115.6% | $5,850+49.2% |
| Admin fee / account holder | $116 | $12,205-99.0% | $7,497-98.5% | $11,596-99.0% |