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 | $67,823+11.9% | $52,425+44.8% | $137,256-44.7% |
| Participation rate | 11.1% | 63.9%-52.8pp | 55.6%-44.5pp | 80.0%-68.8pp |
| Annual return | 18.33% | 219.11%-200.8pp | 302.12%-283.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $522 | $1,163-55.1% | $914-42.9% | $4,156-87.4% |
| Participant deferral / active EE | $653 | $2,288-71.5% | $1,790-63.5% | $6,407-89.8% |
| Admin fee / account holder | $60 | $2,844-97.9% | $2,495-97.6% | $12,270-99.5% |