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 | $180,868 | $115,882+56.1% | $100,516+79.9% | $158,922+13.8% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 19.10% | 34.79%-15.7pp | 30.89%-11.8pp | 302.83%-283.7pp |
| Employer contribution / active EE | $931 | $4,103-77.3% | $3,418-72.8% | $4,761-80.4% |
| Participant deferral / active EE | $14,916 | $6,674+123.5% | $6,270+137.9% | $5,982+149.3% |
| Admin fee / account holder | $188 | $10,995-98.3% | $8,081-97.7% | $11,246-98.3% |