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 | $179,822 | $84,402+113.1% | $61,373+193.0% | $134,475+33.7% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -5.75% | 584.55%-590.3pp | 338.61%-344.4pp | 417.96%-423.7pp |
| Employer contribution / active EE | $546 | $1,544-64.7% | $1,159-52.9% | $4,740-88.5% |
| Participant deferral / active EE | $633 | $2,819-77.5% | $2,125-70.2% | $6,400-90.1% |
| Admin fee / account holder | $55 | $2,585-97.9% | $2,130-97.4% | $11,426-99.5% |