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 | $202,017 | $109,817+84.0% | $98,442+105.2% | $167,490+20.6% |
| Participation rate | 14.3% | 75.8%-61.5pp | 73.3%-59.1pp | 82.1%-67.8pp |
| Annual return | 39.30% | 1956.69%-1917.4pp | 1492.73%-1453.4pp | 478.56%-439.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $5 | $6,753-99.9% | $5,949-99.9% | $12,309-100.0% |