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 | $228,787 | $111,724+104.8% | $93,606+144.4% | $145,922+56.8% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 9.64% | 202.98%-193.3pp | 133.20%-123.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $892 | $3,090-71.1% | $2,420-63.1% | $4,660-80.9% |
| Participant deferral / active EE | $6,100 | $4,912+24.2% | $4,411+38.3% | $6,688-8.8% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |