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 | $92,512 | $117,381-21.2% | $99,443-7.0% | $152,861-39.5% |
| Participation rate | 20.0% | 77.5%-57.5pp | 73.8%-53.8pp | 82.4%-62.4pp |
| Annual return | 33.66% | 31.87%+1.8pp | 30.72%+2.9pp | 345.32%-311.7pp |
| Employer contribution / active EE | $511 | $3,013-83.0% | $2,540-79.9% | $4,762-89.3% |
| Participant deferral / active EE | $5,000 | $4,086+22.4% | $3,619+38.2% | $5,850-14.5% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |