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 | $245,392 | $110,502+122.1% | $80,716+204.0% | $167,490+46.5% |
| Participation rate | 0.0% | 64.0%-64.0pp | 54.2%-54.2pp | 82.1%-82.1pp |
| Annual return | 10.24% | 120.54%-110.3pp | 87.28%-77.0pp | 478.56%-468.3pp |
| Employer contribution / active EE | $3,666 | $1,543+137.6% | $1,160+216.0% | $4,837-24.2% |
| Participant deferral / active EE | $14,020 | $2,871+388.4% | $2,146+553.4% | $6,341+121.1% |
| Admin fee / account holder | $20 | $4,545-99.6% | $3,380-99.4% | $12,309-99.8% |