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 4-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 | $203,622 | $39,798+411.6% | $67,711+200.7% | $59,632+241.5% |
| Participation rate | 9.8% | 57.4%-47.5pp | 67.5%-57.7pp | 68.7%-58.8pp |
| Annual return | -3.13% | 89.94%-93.1pp | 25.41%-28.5pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $516 | $1,393-63.0% | $2,559-79.8% | $2,203-76.6% |
| Participant deferral / active EE | $997 | $2,335-57.3% | $3,585-72.2% | $3,192-68.7% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |