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 | $29,660+174.8% | $56,411+44.5% | $80,856+0.8% |
| Participation rate | 5.7% | 41.6%-36.0pp | 52.5%-46.8pp | 67.6%-62.0pp |
| Annual return | 18.84% | 35.23%-16.4pp | 1701.33%-1682.5pp | 35.59%-16.8pp |
| Employer contribution / active EE | $137 | $669-79.5% | $1,039-86.8% | $2,755-95.0% |
| Participant deferral / active EE | $854 | $1,226-30.4% | $1,952-56.3% | $4,296-80.1% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |