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 4-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 | $186,939 | $74,888+149.6% | $71,209+162.5% | $142,382+31.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 21.07% | 345.14%-324.1pp | 282.51%-261.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,488 | $2,854+57.2% | $2,721+64.9% | $4,299+4.4% |
| Participant deferral / active EE | $22,735 | $4,454+410.4% | $4,175+444.5% | $6,507+249.4% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |