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 | $209,843 | $117,983+77.9% | $101,794+106.1% | $142,382+47.4% |
| Participation rate | 47.6% | 74.2%-26.6pp | 69.2%-21.6pp | 80.1%-32.5pp |
| Annual return | 18.70% | 36.92%-18.2pp | 30.53%-11.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,306 | $2,773-52.9% | $2,289-43.0% | $4,299-69.6% |
| Participant deferral / active EE | $2,580 | $4,714-45.3% | $4,084-36.8% | $6,507-60.4% |
| Admin fee / account holder | $63 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |