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 | $231,036 | $104,974+120.1% | $95,585+141.7% | $142,382+62.3% |
| Participation rate | 47.8% | 75.0%-27.1pp | 72.1%-24.2pp | 80.1%-32.3pp |
| Annual return | 20.17% | 210.33%-190.2pp | 38.56%-18.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,124 | $2,779+12.4% | $2,527+23.7% | $4,299-27.3% |
| Participant deferral / active EE | $5,708 | $4,352+31.2% | $4,023+41.9% | $6,507-12.3% |
| Admin fee / account holder | $133 | $6,386-97.9% | $6,127-97.8% | $12,624-98.9% |