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 | $174,966 | $112,729+55.2% | $98,716+77.2% | $137,256+27.5% |
| Participation rate | 31.6% | 74.2%-42.6pp | 69.3%-37.7pp | 80.0%-48.4pp |
| Annual return | 22.02% | 38.48%-16.5pp | 31.81%-9.8pp | 220.34%-198.3pp |
| Employer contribution / active EE | $737 | $2,725-73.0% | $2,279-67.7% | $4,156-82.3% |
| Participant deferral / active EE | $8,103 | $4,640+74.6% | $4,048+100.2% | $6,407+26.5% |
| Admin fee / account holder | $60 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |