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 7-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 | $193,701 | $148,534+30.4% | $135,903+42.5% | $139,434+38.9% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 30.47% | 79.19%-48.7pp | 68.23%-37.8pp | 372.94%-342.5pp |
| Employer contribution / active EE | $8,472 | $5,243+61.6% | $4,856+74.5% | $4,751+78.3% |
| Participant deferral / active EE | $7,500 | $8,100-7.4% | $7,758-3.3% | $6,710+11.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |