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 | $123,017 | $56,114+119.2% | $96,139+28.0% | $85,850+43.3% |
| Participation rate | 54.2% | 56.7%-2.6pp | 68.4%-14.3pp | 69.3%-15.1pp |
| Annual return | 16.64% | 42.30%-25.7pp | 191.94%-175.3pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,714 | $1,620+5.8% | $2,797-38.7% | $2,565-33.2% |
| Participant deferral / active EE | $2,859 | $2,8590% | $4,349-34.3% | $3,952-27.7% |
| Admin fee / account holder | $207 | $3,768-94.5% | $5,537-96.3% | $6,260-96.7% |