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 | $202,778 | $106,890+89.7% | $84,015+141.4% | $152,861+32.7% |
| Participation rate | 69.6% | 75.2%-5.7pp | 69.0%+0.6pp | 82.4%-12.9pp |
| Annual return | 22.88% | 104.99%-82.1pp | 71.31%-48.4pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,313 | $2,734-15.4% | $1,983+16.6% | $4,762-51.4% |
| Participant deferral / active EE | $4,891 | $4,011+21.9% | $3,239+51.0% | $5,850-16.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |