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 | $109,754 | $27,915+293.2% | $58,482+87.7% | $75,163+46.0% |
| Participation rate | 33.3% | 38.8%-5.5pp | 50.9%-17.5pp | 67.2%-33.9pp |
| Annual return | 24.78% | 44.20%-19.4pp | 4239.32%-4214.5pp | 160.62%-135.8pp |
| Employer contribution / active EE | $389 | $669-41.9% | $1,053-63.1% | $2,670-85.4% |
| Participant deferral / active EE | $907 | $1,201-24.5% | $1,924-52.9% | $4,125-78.0% |
| Admin fee / account holder | $209 | $1,726-87.9% | $2,516-91.7% | $5,651-96.3% |