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 6-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 | $224,412 | $74,888+199.7% | $71,209+215.1% | $142,382+57.6% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 21.11% | 345.14%-324.0pp | 282.51%-261.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $689 | $2,854-75.9% | $2,721-74.7% | $4,299-84.0% |
| Participant deferral / active EE | $4,429 | $4,454-0.6% | $4,175+6.1% | $6,507-31.9% |
| Admin fee / account holder | $5 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |