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 | $189,623 | $115,708+63.9% | $65,255+190.6% | $139,434+36.0% |
| Participation rate | 8.7% | 67.8%-59.1pp | 65.0%-56.3pp | 80.3%-71.6pp |
| Annual return | 25.72% | 31.19%-5.5pp | 47.35%-21.6pp | 372.94%-347.2pp |
| Employer contribution / active EE | $552 | $2,599-78.8% | $1,691-67.4% | $4,751-88.4% |
| Participant deferral / active EE | $593 | $4,240-86.0% | $2,831-79.0% | $6,710-91.2% |
| Admin fee / account holder | $0 | $6,698-100.0% | $4,112-100.0% | $11,403-100.0% |