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 | $165,493 | $81,625+102.7% | $58,482+183.0% | $139,434+18.7% |
| Participation rate | 62.5% | 61.3%+1.2pp | 50.9%+11.6pp | 80.3%-17.8pp |
| Annual return | 16.86% | 7404.20%-7387.3pp | 4239.32%-4222.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,424 | $1,398+1.8% | $1,053+35.2% | $4,751-70.0% |
| Participant deferral / active EE | $8,500 | $2,557+232.5% | $1,924+341.8% | $6,710+26.7% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |