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 9-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 | $175,107 | $110,502+58.5% | $80,716+116.9% | $167,490+4.5% |
| Participation rate | 14.3% | 64.0%-49.7pp | 54.2%-39.9pp | 82.1%-67.8pp |
| Annual return | 12.22% | 120.54%-108.3pp | 87.28%-75.1pp | 478.56%-466.3pp |
| Employer contribution / active EE | $558 | $1,543-63.8% | $1,160-51.9% | $4,837-88.5% |
| Participant deferral / active EE | $2,536 | $2,871-11.7% | $2,146+18.2% | $6,341-60.0% |
| Admin fee / account holder | $228 | $4,545-95.0% | $3,380-93.3% | $12,309-98.2% |