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 | $97,681 | $58,208+67.8% | $81,812+19.4% | $80,856+20.8% |
| Participation rate | 51.9% | 63.4%-11.6pp | 72.3%-20.5pp | 67.6%-15.8pp |
| Annual return | 27.37% | 41.66%-14.3pp | 773.79%-746.4pp | 35.59%-8.2pp |
| Employer contribution / active EE | $884 | $2,340-62.2% | $2,912-69.7% | $2,755-67.9% |
| Participant deferral / active EE | $1,186 | $3,281-63.9% | $4,319-72.5% | $4,296-72.4% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |