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 | $194,077 | $93,024+108.6% | $77,024+152.0% | $134,475+44.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | 25.44% | 62.60%-37.2pp | 42.32%-16.9pp | 417.96%-392.5pp |
| Employer contribution / active EE | $392 | $3,418-88.5% | $2,812-86.0% | $4,740-91.7% |
| Participant deferral / active EE | $1,900 | $5,238-63.7% | $4,426-57.1% | $6,400-70.3% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |