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 7-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 | $166,915 | $93,024+79.4% | $77,024+116.7% | $134,475+24.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | 25.48% | 62.60%-37.1pp | 42.32%-16.8pp | 417.96%-392.5pp |
| Employer contribution / active EE | $1,316 | $3,418-61.5% | $2,812-53.2% | $4,740-72.2% |
| Participant deferral / active EE | $1,373 | $5,238-73.8% | $4,426-69.0% | $6,400-78.6% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |