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 | $175,981 | $109,327+61.0% | $89,391+96.9% | $158,922+10.7% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 12.99% | 345.68%-332.7pp | 245.62%-232.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,655 | $3,170-47.8% | $2,586-36.0% | $4,761-65.2% |
| Participant deferral / active EE | $4,880 | $4,598+6.1% | $3,890+25.4% | $5,982-18.4% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |