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 | $211,641 | $88,710+138.6% | $81,783+158.8% | $145,959+45.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 22.20% | 1027.26%-1005.1pp | 775.05%-752.9pp | 561.95%-539.8pp |
| Employer contribution / active EE | $3,123 | $3,083+1.3% | $2,913+7.2% | $4,661-33.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $110 | $8,407-98.7% | $7,380-98.5% | $13,398-99.2% |