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 | $194,758 | $74,888+160.1% | $71,209+173.5% | $142,382+36.8% |
| Participation rate | 15.8% | 76.2%-60.4pp | 73.8%-58.0pp | 80.1%-64.3pp |
| Annual return | 16.53% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $400 | $2,854-86.0% | $2,721-85.3% | $4,299-90.7% |
| Participant deferral / active EE | $669 | $4,454-85.0% | $4,175-84.0% | $6,507-89.7% |
| Admin fee / account holder | $30 | $5,568-99.5% | $5,349-99.4% | $12,624-99.8% |