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 | $239,544 | $107,334+123.2% | $92,893+157.9% | $152,861+56.7% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 19.42% | 145.58%-126.2pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,292 | $4,221-45.7% | $3,653-37.3% | $4,762-51.9% |
| Participant deferral / active EE | $2,911 | $4,845-39.9% | $4,236-31.3% | $5,850-50.2% |
| Admin fee / account holder | -$199 | $7,079-102.8% | $5,794-103.4% | $11,596-101.7% |