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 | $212,254 | $104,486+103.1% | $76,817+176.3% | $152,861+38.9% |
| Participation rate | 22.2% | 76.6%-54.4pp | 72.1%-49.9pp | 82.4%-60.2pp |
| Annual return | 21.40% | 1013.37%-992.0pp | 1166.11%-1144.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,024 | $3,116-67.1% | $2,302-55.5% | $4,762-78.5% |
| Participant deferral / active EE | $5,556 | $4,236+31.2% | $3,336+66.5% | $5,850-5.0% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |