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 | $247,012 | $115,770+113.4% | $101,248+144.0% | $158,922+55.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 21.29% | 56.14%-34.8pp | 46.47%-25.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $3,552 | $4,175-14.9% | $3,660-2.9% | $4,761-25.4% |
| Participant deferral / active EE | $6,350 | $4,957+28.1% | $4,370+45.3% | $5,982+6.1% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |