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 9-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 | $170,885 | $102,966+66.0% | $90,281+89.3% | $152,861+11.8% |
| Participation rate | 7.7% | 75.9%-68.2pp | 73.3%-65.6pp | 82.4%-74.8pp |
| Annual return | 21.93% | 95.16%-73.2pp | 78.10%-56.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $497 | $3,139-84.2% | $2,854-82.6% | $4,762-89.6% |
| Participant deferral / active EE | $1,923 | $4,281-55.1% | $3,885-50.5% | $5,850-67.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |