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 | $185,383 | $118,919+55.9% | $88,538+109.4% | $152,861+21.3% |
| Participation rate | 10.0% | 73.4%-63.4pp | 68.7%-58.7pp | 82.4%-72.4pp |
| Annual return | 29.53% | 47.92%-18.4pp | 43.64%-14.1pp | 345.32%-315.8pp |
| Employer contribution / active EE | $260 | $2,669-90.3% | $2,098-87.6% | $4,762-94.5% |
| Participant deferral / active EE | $2,500 | $3,549-29.5% | $2,914-14.2% | $5,850-57.3% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,596-100.0% |