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 10-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 | $208,725 | $105,998+96.9% | $92,233+126.3% | $147,584+41.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 25.71% | 50.05%-24.3pp | 176.28%-150.6pp | 578.55%-552.8pp |
| Employer contribution / active EE | $2,182 | $4,333-49.7% | $3,679-40.7% | $4,876-55.3% |
| Participant deferral / active EE | $5,960 | $4,478+33.1% | $3,897+52.9% | $5,439+9.6% |
| Admin fee / account holder | $72 | $6,332-98.9% | $5,194-98.6% | $10,885-99.3% |