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 | $103,993 | $48,046+116.4% | $84,611+22.9% | $72,985+42.5% |
| Participation rate | 19.4% | 57.6%-38.2pp | 68.2%-48.9pp | 69.5%-50.1pp |
| Annual return | 22.96% | 37.38%-14.4pp | 258.74%-235.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $742 | $1,602-53.7% | $2,652-72.0% | $2,440-69.6% |
| Participant deferral / active EE | $2,327 | $2,680-13.2% | $3,899-40.3% | $3,607-35.5% |
| Admin fee / account holder | $29 | $3,395-99.1% | $4,912-99.4% | $5,124-99.4% |