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 10-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 | $163,711 | $88,751+84.5% | $81,812+100.1% | $145,922+12.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 20.63% | 1025.40%-1004.8pp | 773.79%-753.2pp | 561.29%-540.7pp |
| Employer contribution / active EE | $11,071 | $3,083+259.1% | $2,912+280.2% | $4,660+137.6% |
| Participant deferral / active EE | $10,317 | $4,643+122.2% | $4,319+138.9% | $6,688+54.3% |
| Admin fee / account holder | $61 | $8,415-99.3% | $7,386-99.2% | $13,397-99.5% |