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 6-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 | $103,333 | $67,823+52.4% | $52,425+97.1% | $137,256-24.7% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 20.90% | 219.11%-198.2pp | 302.12%-281.2pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,022 | $1,163-12.1% | $914+11.8% | $4,156-75.4% |
| Participant deferral / active EE | $7,148 | $2,288+212.4% | $1,790+299.2% | $6,407+11.6% |
| Admin fee / account holder | $18 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |