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 | $104,974+104.2% | $95,585+124.2% | $142,382+50.5% |
| Participation rate | 57.1% | 75.0%-17.8pp | 72.1%-14.9pp | 80.1%-23.0pp |
| Annual return | 14.44% | 210.33%-195.9pp | 38.56%-24.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,785 | $2,779+36.2% | $2,527+49.8% | $4,299-12.0% |
| Participant deferral / active EE | $11,467 | $4,352+163.5% | $4,023+185.1% | $6,507+76.2% |
| Admin fee / account holder | $13 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |