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 | $235,397 | $91,037+158.6% | $71,671+228.4% | $147,584+59.5% |
| Participation rate | 15.0% | 76.1%-61.1pp | 68.7%-53.7pp | 82.8%-67.8pp |
| Annual return | 19.39% | 20.48%-1.1pp | 20.65%-1.3pp | 578.55%-559.2pp |
| Employer contribution / active EE | $784 | $3,327-76.4% | $2,460-68.1% | $4,876-83.9% |
| Participant deferral / active EE | $3,140 | $4,498-30.2% | $3,438-8.7% | $5,439-42.3% |
| Admin fee / account holder | $135 | $8,613-98.4% | $5,558-97.6% | $10,885-98.8% |