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 | $98,752 | $176,662-44.1% | $130,648-24.4% | $152,861-35.4% |
| Participation rate | 40.0% | 79.0%-39.0pp | 71.7%-31.7pp | 82.4%-42.4pp |
| Annual return | 20.85% | 2692.24%-2671.4pp | 1708.96%-1688.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,138 | $5,742-80.2% | $4,092-72.2% | $4,762-76.1% |
| Participant deferral / active EE | $7,043 | $4,361+61.5% | $3,603+95.5% | $5,850+20.4% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |