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 | $179,236 | $109,327+63.9% | $89,391+100.5% | $158,922+12.8% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.0%-25.1pp | 82.0%-39.1pp |
| Annual return | 20.57% | 345.68%-325.1pp | 245.62%-225.0pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,843 | $3,170-41.9% | $2,586-28.7% | $4,761-61.3% |
| Participant deferral / active EE | $6,027 | $4,598+31.1% | $3,890+54.9% | $5,982+0.7% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |