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 | $117,983+48.3% | $101,794+71.9% | $142,382+22.9% |
| Participation rate | 31.6% | 74.2%-42.6pp | 69.2%-37.6pp | 80.1%-48.5pp |
| Annual return | 22.02% | 36.92%-14.9pp | 30.53%-8.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $737 | $2,773-73.4% | $2,289-67.8% | $4,299-82.9% |
| Participant deferral / active EE | $8,103 | $4,714+71.9% | $4,084+98.4% | $6,507+24.5% |
| Admin fee / account holder | $60 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |