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 | $191,511 | $74,888+155.7% | $71,209+168.9% | $142,382+34.5% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 14.59% | 345.14%-330.6pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,985 | $2,854-30.5% | $2,721-27.1% | $4,299-53.8% |
| Participant deferral / active EE | $3,951 | $4,454-11.3% | $4,175-5.4% | $6,507-39.3% |
| Admin fee / account holder | $52 | $5,568-99.1% | $5,349-99.0% | $12,624-99.6% |