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 | $246,055 | $81,248+202.8% | $155,509+58.2% | $80,856+204.3% |
| Participation rate | 25.8% | 66.2%-40.4pp | 78.2%-52.4pp | 67.6%-41.8pp |
| Annual return | 25.40% | 33.31%-7.9pp | 64.67%-39.3pp | 35.59%-10.2pp |
| Employer contribution / active EE | $1,255 | $3,100-59.5% | $4,672-73.1% | $2,755-54.5% |
| Participant deferral / active EE | $3,617 | $3,452+4.8% | $5,626-35.7% | $4,296-15.8% |
| Admin fee / account holder | $120 | $7,997-98.5% | $15,912-99.2% | $6,918-98.3% |