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 | $190,737 | $74,888+154.7% | $71,209+167.9% | $142,382+34.0% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.1%-21.8pp |
| Annual return | 18.30% | 345.14%-326.8pp | 282.51%-264.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,942 | $2,854+73.1% | $2,721+81.6% | $4,299+14.9% |
| Participant deferral / active EE | $7,945 | $4,454+78.4% | $4,175+90.3% | $6,507+22.1% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |