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 | $114,329 | $84,696+35.0% | $75,696+51.0% | $167,490-31.7% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.8%-34.8pp | 82.1%-42.1pp |
| Annual return | 32.49% | 199.36%-166.9pp | 104.53%-72.0pp | 478.56%-446.1pp |
| Employer contribution / active EE | $968 | $3,230-70.0% | $2,743-64.7% | $4,837-80.0% |
| Participant deferral / active EE | $1,403 | $4,580-69.4% | $3,821-63.3% | $6,341-77.9% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |