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 | $153,877 | $90,348+70.3% | $75,972+102.5% | $145,922+5.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 21.85% | 620.88%-599.0pp | 359.55%-337.7pp | 561.29%-539.4pp |
| Employer contribution / active EE | $3,624 | $3,311+9.5% | $2,685+35.0% | $4,660-22.2% |
| Participant deferral / active EE | $14,835 | $5,162+187.4% | $4,255+248.6% | $6,688+121.8% |
| Admin fee / account holder | $20 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |