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 5-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 | $238,182 | $111,724+113.2% | $93,606+154.5% | $145,922+63.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 14.43% | 202.98%-188.6pp | 133.20%-118.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $893 | $3,090-71.1% | $2,420-63.1% | $4,660-80.8% |
| Participant deferral / active EE | $6,637 | $4,912+35.1% | $4,411+50.5% | $6,688-0.8% |
| Admin fee / account holder | $13 | $10,250-99.9% | $8,285-99.8% | $13,397-99.9% |