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 | $193,274 | $100,901+91.5% | $75,670+155.4% | $147,584+31.0% |
| Participation rate | 33.3% | 77.1%-43.8pp | 72.3%-39.0pp | 82.8%-49.5pp |
| Annual return | 18.20% | 35.78%-17.6pp | 27.34%-9.1pp | 578.55%-560.3pp |
| Employer contribution / active EE | $6,671 | $3,253+105.0% | $2,352+183.7% | $4,876+36.8% |
| Participant deferral / active EE | $6,000 | $4,027+49.0% | $3,142+90.9% | $5,439+10.3% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |