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 | $196,861 | $100,773+95.4% | $88,946+121.3% | $142,382+38.3% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.8%-26.0pp | 80.1%-37.3pp |
| Annual return | 17.94% | 70.18%-52.2pp | 57.82%-39.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,256 | $2,918-56.9% | $2,555-50.8% | $4,299-70.8% |
| Participant deferral / active EE | $8,857 | $5,230+69.3% | $4,581+93.3% | $6,507+36.1% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |