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 | $244,781 | $100,852+142.7% | $90,404+170.8% | $158,922+54.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 10.89% | 1724.20%-1713.3pp | 1293.02%-1282.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $4,195 | $3,689+13.7% | $3,262+28.6% | $4,761-11.9% |
| Participant deferral / active EE | $8,667 | $4,348+99.3% | $3,963+118.7% | $5,982+44.9% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |