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 | $230,030 | $183,963+25.0% | $162,163+41.9% | $152,861+50.5% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 25.35% | 150.76%-125.4pp | 115.59%-90.2pp | 345.32%-320.0pp |
| Employer contribution / active EE | $15,524 | $6,371+143.7% | $5,614+176.5% | $4,762+226.0% |
| Participant deferral / active EE | $9,917 | $8,034+23.4% | $7,298+35.9% | $5,850+69.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |