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 | $232,126 | $150,440+54.3% | $136,294+70.3% | $147,584+57.3% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 247.28% | 1049.08%-801.8pp | 5155.94%-4908.7pp | 578.55%-331.3pp |
| Employer contribution / active EE | $1,407 | $5,256-73.2% | $4,695-70.0% | $4,876-71.1% |
| Participant deferral / active EE | $3,333 | $6,630-49.7% | $6,247-46.6% | $5,439-38.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |