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 4-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 | $211,534 | $159,901+32.3% | $146,958+43.9% | $145,922+45.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 23.57% | 98.13%-74.6pp | 418.34%-394.8pp | 561.29%-537.7pp |
| Employer contribution / active EE | $3,887 | $5,286-26.5% | $4,933-21.2% | $4,660-16.6% |
| Participant deferral / active EE | $5,574 | $8,428-33.9% | $8,070-30.9% | $6,688-16.6% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |