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 | $162,043 | $90,348+79.4% | $75,972+113.3% | $145,922+11.0% |
| Participation rate | 38.9% | 74.5%-35.6pp | 69.1%-30.2pp | 80.3%-41.4pp |
| Annual return | 9.55% | 620.88%-611.3pp | 359.55%-350.0pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,127 | $3,311-65.9% | $2,685-58.0% | $4,660-75.8% |
| Participant deferral / active EE | $4,010 | $5,162-22.3% | $4,255-5.8% | $6,688-40.0% |
| Admin fee / account holder | $171 | $8,467-98.0% | $6,467-97.3% | $13,397-98.7% |