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 | $169,063 | $74,888+125.8% | $71,209+137.4% | $142,382+18.7% |
| Participation rate | 31.8% | 76.2%-44.4pp | 73.8%-41.9pp | 80.1%-48.3pp |
| Annual return | 14.20% | 345.14%-330.9pp | 282.51%-268.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $730 | $2,854-74.4% | $2,721-73.2% | $4,299-83.0% |
| Participant deferral / active EE | $1,410 | $4,454-68.4% | $4,175-66.2% | $6,507-78.3% |
| Admin fee / account holder | $79 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |