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 7-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 | $199,914 | $60,124+232.5% | $90,404+121.1% | $79,858+150.3% |
| Participation rate | 8.6% | 65.0%-56.4pp | 72.7%-64.1pp | 69.6%-61.1pp |
| Annual return | 20.26% | 71.94%-51.7pp | 1293.02%-1272.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $317 | $2,068-84.7% | $3,262-90.3% | $2,471-87.2% |
| Participant deferral / active EE | $1,671 | $2,938-43.1% | $3,963-57.8% | $3,740-55.3% |
| Admin fee / account holder | $20 | $3,976-99.5% | $5,611-99.6% | $5,306-99.6% |