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 7-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 | $186,708 | $109,817+70.0% | $98,442+89.7% | $167,490+11.5% |
| Participation rate | 15.8% | 75.8%-60.0pp | 73.3%-57.5pp | 82.1%-66.3pp |
| Annual return | 10.73% | 1956.69%-1946.0pp | 1492.73%-1482.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,672 | $4,673-64.2% | $4,276-60.9% | $6,341-73.6% |
| Admin fee / account holder | $60 | $6,753-99.1% | $5,949-99.0% | $12,309-99.5% |