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 | $230,196 | $102,966+123.6% | $90,281+155.0% | $152,861+50.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 21.75% | 95.16%-73.4pp | 78.10%-56.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,737 | $3,139+19.1% | $2,854+30.9% | $4,762-21.5% |
| Participant deferral / active EE | $8,292 | $4,281+93.7% | $3,885+113.4% | $5,850+41.7% |
| Admin fee / account holder | $253 | $6,171-95.9% | $5,351-95.3% | $11,596-97.8% |