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 | $148,900 | $102,966+44.6% | $90,281+64.9% | $152,861-2.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 28.49% | 95.16%-66.7pp | 78.10%-49.6pp | 345.32%-316.8pp |
| Employer contribution / active EE | $3,703 | $3,139+18.0% | $2,854+29.7% | $4,762-22.2% |
| Participant deferral / active EE | $8,333 | $4,281+94.6% | $3,885+114.5% | $5,850+42.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |