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 | $162,975 | $144,119+13.1% | $117,854+38.3% | $147,584+10.4% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 16.02% | 531.15%-515.1pp | 335.08%-319.1pp | 578.55%-562.5pp |
| Employer contribution / active EE | $10,465 | $4,896+113.7% | $3,786+176.4% | $4,876+114.6% |
| Participant deferral / active EE | $6,415 | $5,316+20.7% | $4,482+43.1% | $5,439+18.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |