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 7-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 | $168,962 | $111,724+51.2% | $93,606+80.5% | $145,922+15.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 18.49% | 202.98%-184.5pp | 133.20%-114.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,302 | $3,090-57.9% | $2,420-46.2% | $4,660-72.1% |
| Participant deferral / active EE | $8,100 | $4,912+64.9% | $4,411+83.6% | $6,688+21.1% |
| Admin fee / account holder | $20 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |