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 6-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 | $212,279 | $104,974+102.2% | $95,585+122.1% | $142,382+49.1% |
| Participation rate | 57.1% | 75.0%-17.8pp | 72.1%-14.9pp | 80.1%-23.0pp |
| Annual return | 19.09% | 210.33%-191.2pp | 38.56%-19.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,913 | $2,779-31.2% | $2,527-24.3% | $4,299-55.5% |
| Participant deferral / active EE | $7,055 | $4,352+62.1% | $4,023+75.4% | $6,507+8.4% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |