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 | $208,230 | $158,398+31.5% | $126,539+64.6% | $142,382+46.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 14.59% | 593.76%-579.2pp | 425.95%-411.4pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,097 | $4,650-54.9% | $3,674-42.9% | $4,299-51.2% |
| Participant deferral / active EE | $12,095 | $4,767+153.7% | $4,083+196.3% | $6,507+85.9% |
| Admin fee / account holder | $5 | $6,918-99.9% | $6,065-99.9% | $12,624-100.0% |