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 8-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 | $75,888 | $70,606+7.5% | $53,898+40.8% | $142,382-46.7% |
| Participation rate | 11.1% | 63.7%-52.6pp | 55.0%-43.8pp | 80.1%-69.0pp |
| Annual return | 18.33% | 619.81%-601.5pp | 528.60%-510.3pp | 217.08%-198.7pp |
| Employer contribution / active EE | $522 | $1,202-56.5% | $932-43.9% | $4,299-87.8% |
| Participant deferral / active EE | $653 | $2,364-72.4% | $1,826-64.2% | $6,507-90.0% |
| Admin fee / account holder | $60 | $2,852-97.9% | $2,491-97.6% | $12,624-99.5% |