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 9-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 | $214,309 | $101,618+110.9% | $93,063+130.3% | $137,256+56.1% |
| Participation rate | 57.1% | 74.9%-17.8pp | 72.1%-15.0pp | 80.0%-22.8pp |
| Annual return | 14.44% | 223.95%-209.5pp | 34.15%-19.7pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,785 | $2,707+39.8% | $2,476+52.9% | $4,156-8.9% |
| Participant deferral / active EE | $11,467 | $4,279+168.0% | $3,958+189.7% | $6,407+79.0% |
| Admin fee / account holder | $13 | $6,198-99.8% | $6,033-99.8% | $12,270-99.9% |