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 | $228,011 | $127,386+79.0% | $115,037+98.2% | $125,391+81.8% |
| Participation rate | 37.5% | 84.2%-46.7pp | 81.4%-43.9pp | 83.2%-45.7pp |
| Annual return | 0.42% | 31.28%-30.9pp | 26.14%-25.7pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,080 | $5,166-79.1% | $4,608-76.6% | $4,866-77.8% |
| Participant deferral / active EE | $6,000 | $6,423-6.6% | $6,026-0.4% | $5,352+12.1% |
| Admin fee / account holder | $17 | $9,516-99.8% | $8,175-99.8% | $9,540-99.8% |