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 | $188,829 | $104,106+81.4% | $71,086+165.6% | $135,375+39.5% |
| Participation rate | 20.0% | 65.7%-45.7pp | 54.7%-34.7pp | 82.6%-62.6pp |
| Annual return | -8.28% | 1256.30%-1264.6pp | 650.59%-658.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $487 | $1,485-67.2% | $1,088-55.2% | $4,779-89.8% |
| Participant deferral / active EE | $2,069 | $2,527-18.1% | $1,874+10.4% | $5,609-63.1% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |