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 | $178,780 | $149,040+20.0% | $120,225+48.7% | $137,256+30.3% |
| Participation rate | 62.5% | 75.4%-12.9pp | 69.6%-7.1pp | 80.0%-17.5pp |
| Annual return | 10.62% | 605.68%-595.1pp | 439.23%-428.6pp | 220.34%-209.7pp |
| Employer contribution / active EE | $2,869 | $4,350-34.0% | $3,475-17.4% | $4,156-31.0% |
| Participant deferral / active EE | $6,415 | $4,655+37.8% | $3,999+60.4% | $6,407+0.1% |
| Admin fee / account holder | $214 | $6,348-96.6% | $5,696-96.2% | $12,270-98.3% |