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 | $138,297 | $63,346+118.3% | $92,233+49.9% | $70,131+97.2% |
| Participation rate | 65.7% | 68.7%-3.0pp | 76.5%-10.8pp | 69.5%-3.8pp |
| Annual return | 17.96% | 530.12%-512.2pp | 176.28%-158.3pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,108 | $2,471-14.7% | $3,679-42.7% | $2,342-10.0% |
| Participant deferral / active EE | $4,313 | $2,854+51.1% | $3,897+10.7% | $3,332+29.5% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |