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 9-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 | $164,929 | $150,187+9.8% | $120,354+37.0% | $145,922+13.0% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 12.74% | 154.07%-141.3pp | 107.15%-94.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $10,308 | $4,348+137.1% | $3,463+197.7% | $4,660+121.2% |
| Participant deferral / active EE | $2,035 | $6,173-67.0% | $4,991-59.2% | $6,688-69.6% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |