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 | $216,350 | $105,931+104.2% | $81,930+164.1% | $158,922+36.1% |
| Participation rate | 12.5% | 75.6%-63.1pp | 72.0%-59.5pp | 82.0%-69.5pp |
| Annual return | 25.24% | 38.17%-12.9pp | 29.49%-4.2pp | 302.83%-277.6pp |
| Employer contribution / active EE | $490 | $7,800-93.7% | $4,310-88.6% | $4,761-89.7% |
| Participant deferral / active EE | $2,438 | $13,003-81.3% | $7,107-65.7% | $5,982-59.3% |
| Admin fee / account holder | $60 | $8,489-99.3% | $5,158-98.8% | $11,246-99.5% |