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 8-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 | $59,056 | $157,256-62.4% | $141,162-58.2% | $152,861-61.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 248.84% | 64.32%+184.5pp | 71.39%+177.5pp | 345.32%-96.5pp |
| Employer contribution / active EE | $12,942 | $5,261+146.0% | $4,735+173.3% | $4,762+171.8% |
| Participant deferral / active EE | $8,279 | $7,109+16.4% | $6,709+23.4% | $5,850+41.5% |
| Admin fee / account holder | $242 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |