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 8-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 | $219,254 | $72,277+203.4% | $101,248+116.6% | $79,858+174.6% |
| Participation rate | 38.9% | 68.5%-29.6pp | 75.8%-36.9pp | 69.6%-30.7pp |
| Annual return | 23.81% | 22.30%+1.5pp | 46.47%-22.7pp | 31.71%-7.9pp |
| Employer contribution / active EE | $1,704 | $2,692-36.7% | $3,660-53.4% | $2,471-31.0% |
| Participant deferral / active EE | $4,074 | $3,282+24.1% | $4,370-6.8% | $3,740+8.9% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |