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 3-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 | $119,712 | $70,606+69.5% | $53,898+122.1% | $142,382-15.9% |
| Participation rate | 23.5% | 63.7%-40.2pp | 55.0%-31.4pp | 80.1%-56.6pp |
| Annual return | 44.26% | 619.81%-575.6pp | 528.60%-484.3pp | 217.08%-172.8pp |
| Employer contribution / active EE | $1,443 | $1,202+20.0% | $932+54.8% | $4,299-66.4% |
| Participant deferral / active EE | $1,958 | $2,364-17.2% | $1,826+7.2% | $6,507-69.9% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |