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 7-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 | $109,178 | $30,400+259.1% | $53,898+102.6% | $84,808+28.7% |
| Participation rate | 6.7% | 46.4%-39.8pp | 55.0%-48.3pp | 68.3%-61.6pp |
| Annual return | 19.82% | 500.19%-480.4pp | 528.60%-508.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $161 | $603-73.4% | $932-82.8% | $2,631-93.9% |
| Participant deferral / active EE | $1,007 | $1,199-16.0% | $1,826-44.9% | $4,212-76.1% |
| Admin fee / account holder | $169 | $1,993-91.5% | $2,491-93.2% | $7,344-97.7% |