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 | $227,169 | $138,065+64.5% | $123,544+83.9% | $135,375+67.8% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | 24.14% | 153.68%-129.5pp | 119.20%-95.1pp | 519.73%-495.6pp |
| Employer contribution / active EE | $4,446 | $5,151-13.7% | $4,628-3.9% | $4,779-7.0% |
| Participant deferral / active EE | $7,418 | $6,799+9.1% | $6,426+15.4% | $5,609+32.2% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |