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 | $218,001 | $90,503+140.9% | $78,689+177.0% | $273,961-20.4% |
| Participation rate | 13.0% | 76.5%-63.5pp | 73.6%-60.5pp | 83.0%-70.0pp |
| Annual return | 913.52% | 75.60%+837.9pp | 62.18%+851.3pp | 41.45%+872.1pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,965 | $3,901-49.6% | $3,517-44.1% | $5,287-62.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |