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 | $202,207 | $112,729+79.4% | $98,716+104.8% | $137,256+47.3% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.3%-49.3pp | 80.0%-60.0pp |
| Annual return | 19.74% | 38.48%-18.7pp | 31.81%-12.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $759 | $2,725-72.1% | $2,279-66.7% | $4,156-81.7% |
| Participant deferral / active EE | $4,700 | $4,640+1.3% | $4,048+16.1% | $6,407-26.6% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |