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 6-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 | $184,898 | $127,065+45.5% | $113,168+63.4% | $142,382+29.9% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 19.86% | 24.03%-4.2pp | 24.27%-4.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,235 | $3,442-6.0% | $2,975+8.7% | $4,299-24.8% |
| Participant deferral / active EE | $8,978 | $5,716+57.1% | $5,107+75.8% | $6,507+38.0% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |