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 | $174,709 | $90,348+93.4% | $75,972+130.0% | $145,922+19.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 28.36% | 620.88%-592.5pp | 359.55%-331.2pp | 561.29%-532.9pp |
| Employer contribution / active EE | $11,241 | $3,311+239.5% | $2,685+318.7% | $4,660+141.2% |
| Participant deferral / active EE | $12,719 | $5,162+146.4% | $4,255+198.9% | $6,688+90.2% |
| Admin fee / account holder | $26 | $8,467-99.7% | $6,467-99.6% | $13,397-99.8% |