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 | $194,815 | $70,606+175.9% | $53,898+261.5% | $142,382+36.8% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 17.89% | 619.81%-601.9pp | 528.60%-510.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $543 | $1,202-54.9% | $932-41.8% | $4,299-87.4% |
| Participant deferral / active EE | $6,360 | $2,364+169.0% | $1,826+248.3% | $6,507-2.3% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |