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 7-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 | $230,153 | $140,940+63.3% | $112,229+105.1% | $139,434+65.1% |
| Participation rate | 63.6% | 79.2%-15.6pp | 72.4%-8.8pp | 80.3%-16.7pp |
| Annual return | 33.36% | 32.71%+0.7pp | 30.20%+3.2pp | 372.94%-339.6pp |
| Employer contribution / active EE | $1,933 | $4,283-54.9% | $3,430-43.6% | $4,751-59.3% |
| Participant deferral / active EE | $9,052 | $5,874+54.1% | $4,798+88.7% | $6,710+34.9% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |