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 | $199,963 | $72,071+177.5% | $68,368+192.5% | $137,256+45.7% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.0%-38.3pp |
| Annual return | 18.61% | 353.14%-334.5pp | 292.57%-274.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $448 | $2,788-83.9% | $2,649-83.1% | $4,156-89.2% |
| Participant deferral / active EE | $597 | $4,410-86.5% | $4,123-85.5% | $6,407-90.7% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |