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 | $108,117 | $102,547+5.4% | $78,210+38.2% | $147,584-26.7% |
| Participation rate | 16.7% | 74.4%-57.7pp | 68.7%-52.1pp | 82.8%-66.2pp |
| Annual return | 22.44% | 51.08%-28.6pp | 40.90%-18.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $247 | $2,617-90.6% | $2,034-87.9% | $4,876-94.9% |
| Participant deferral / active EE | $4,000 | $3,481+14.9% | $2,823+41.7% | $5,439-26.5% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |