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 | $86,041 | $52,279+64.6% | $89,391-3.7% | $79,858+7.7% |
| Participation rate | 11.4% | 57.5%-46.2pp | 68.0%-56.6pp | 69.6%-58.3pp |
| Annual return | 48.39% | 22.16%+26.2pp | 245.62%-197.2pp | 31.71%+16.7pp |
| Employer contribution / active EE | $404 | $1,572-74.3% | $2,586-84.4% | $2,471-83.7% |
| Participant deferral / active EE | $1,021 | $2,740-62.8% | $3,890-73.8% | $3,740-72.7% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,881-100.0% | $5,306-100.0% |