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 | $80,533 | $70,756+13.8% | $65,493+23.0% | $142,382-43.4% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 20.70% | 1754.89%-1734.2pp | 982.45%-961.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,055 | $2,881-28.7% | $2,574-20.2% | $4,299-52.2% |
| Participant deferral / active EE | $2,568 | $4,637-44.6% | $3,961-35.2% | $6,507-60.5% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |