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 | $230,769 | $109,327+111.1% | $89,391+158.2% | $158,922+45.2% |
| Participation rate | 43.8% | 74.3%-30.5pp | 68.0%-24.2pp | 82.0%-38.2pp |
| Annual return | 34.79% | 345.68%-310.9pp | 245.62%-210.8pp | 302.83%-268.0pp |
| Employer contribution / active EE | $2,081 | $3,170-34.3% | $2,586-19.5% | $4,761-56.3% |
| Participant deferral / active EE | $6,153 | $4,598+33.8% | $3,890+58.2% | $5,982+2.9% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |