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 | $220,523 | $100,852+118.7% | $90,404+143.9% | $158,922+38.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 13.69% | 1724.20%-1710.5pp | 1293.02%-1279.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $8,667 | $3,689+135.0% | $3,262+165.7% | $4,761+82.0% |
| Participant deferral / active EE | $5,746 | $4,348+32.2% | $3,963+45.0% | $5,982-4.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |