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 | $172,186 | $138,044+24.7% | $125,339+37.4% | $134,475+28.0% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | 3.57% | 750.33%-746.8pp | 572.05%-568.5pp | 417.96%-414.4pp |
| Employer contribution / active EE | $4,297 | $5,243-18.0% | $4,814-10.7% | $4,740-9.3% |
| Participant deferral / active EE | $8,177 | $7,799+4.8% | $7,446+9.8% | $6,400+27.8% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |