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 | $167,482 | $81,474+105.6% | $133,956+25.0% | $73,488+127.9% |
| Participation rate | 48.6% | 76.4%-27.8pp | 79.8%-31.2pp | 70.7%-22.1pp |
| Annual return | 16.72% | 19.40%-2.7pp | 45.09%-28.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,371 | $2,209-37.9% | $3,919-65.0% | $2,270-39.6% |
| Participant deferral / active EE | $3,417 | $3,786-9.8% | $5,048-32.3% | $3,740-8.6% |
| Admin fee / account holder | $130 | $713-81.7% | $8,927-98.5% | $513-74.6% |