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 10-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 | $248,948 | $105,931+135.0% | $81,930+203.9% | $158,922+56.6% |
| Participation rate | 20.0% | 75.6%-55.6pp | 72.0%-52.0pp | 82.0%-62.0pp |
| Annual return | 25.00% | 38.17%-13.2pp | 29.49%-4.5pp | 302.83%-277.8pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $13,003-100.0% | $7,107-100.0% | $5,982-100.0% |
| Admin fee / account holder | $7 | $8,489-99.9% | $5,158-99.9% | $11,246-99.9% |