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 | $223,137 | $117,983+89.1% | $101,794+119.2% | $142,382+56.7% |
| Participation rate | 45.0% | 74.2%-29.2pp | 69.2%-24.2pp | 80.1%-35.1pp |
| Annual return | 13.16% | 36.92%-23.8pp | 30.53%-17.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,234 | $2,773-55.5% | $2,289-46.1% | $4,299-71.3% |
| Participant deferral / active EE | $2,273 | $4,714-51.8% | $4,084-44.3% | $6,507-65.1% |
| Admin fee / account holder | $4 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |