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 | $220,676 | $76,738+187.6% | $56,411+291.2% | $145,922+51.2% |
| Participation rate | 8.3% | 63.2%-54.9pp | 52.5%-44.1pp | 80.3%-71.9pp |
| Annual return | 23.19% | 2994.23%-2971.0pp | 1701.33%-1678.1pp | 561.29%-538.1pp |
| Employer contribution / active EE | $225 | $1,380-83.7% | $1,039-78.4% | $4,660-95.2% |
| Participant deferral / active EE | $2,638 | $2,623+0.6% | $1,952+35.1% | $6,688-60.6% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |