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 | $213,634 | $81,625+161.7% | $58,482+265.3% | $139,434+53.2% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 19.98% | 7404.20%-7384.2pp | 4239.32%-4219.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $341 | $1,398-75.6% | $1,053-67.6% | $4,751-92.8% |
| Participant deferral / active EE | $3,375 | $2,557+32.0% | $1,924+75.4% | $6,710-49.7% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |