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 | $244,866 | $111,535+119.5% | $105,223+132.7% | $137,256+78.4% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 18.60% | 237.85%-219.3pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $24,193 | $3,939+514.1% | $3,689+555.9% | $4,156+482.1% |
| Participant deferral / active EE | $4,357 | $5,500-20.8% | $5,072-14.1% | $6,407-32.0% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |