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 | $216,557 | $126,574+71.1% | $106,213+103.9% | $145,922+48.4% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 12.48% | 224.79%-212.3pp | 116.14%-103.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,573 | $3,730-57.8% | $3,171-50.4% | $4,660-66.2% |
| Participant deferral / active EE | $2,650 | $5,724-53.7% | $5,016-47.2% | $6,688-60.4% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |