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 5-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 | $240,905 | $111,724+115.6% | $93,606+157.4% | $145,922+65.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 17.28% | 202.98%-185.7pp | 133.20%-115.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $12,743 | $3,090+312.4% | $2,420+426.6% | $4,660+173.5% |
| Participant deferral / active EE | $20,333 | $4,912+314.0% | $4,411+360.9% | $6,688+204.0% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |