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 | $160,065 | $105,859+51.2% | $90,160+77.5% | $147,584+8.5% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 263.27% | 37.63%+225.6pp | 34.88%+228.4pp | 578.55%-315.3pp |
| Employer contribution / active EE | $5,460 | $4,126+32.3% | $3,318+64.6% | $4,876+12.0% |
| Participant deferral / active EE | $8,725 | $5,733+52.2% | $5,288+65.0% | $5,439+60.4% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |