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 9-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 | $81,517 | $29,667+174.8% | $56,441+44.4% | $80,874+0.8% |
| Participation rate | 5.7% | 41.7%-36.0pp | 52.5%-46.8pp | 67.6%-62.0pp |
| Annual return | 18.84% | 35.22%-16.4pp | 1704.21%-1685.4pp | 35.62%-16.8pp |
| Employer contribution / active EE | $137 | $669-79.5% | $1,039-86.8% | $2,756-95.0% |
| Participant deferral / active EE | $854 | $1,227-30.4% | $1,953-56.3% | $4,297-80.1% |
| Admin fee / account holder | $0 | $2,429-100.0% | $2,829-100.0% | $6,935-100.0% |