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 | $244,265 | $100,852+142.2% | $90,404+170.2% | $158,922+53.7% |
| Participation rate | 7.1% | 75.0%-67.9pp | 72.7%-65.5pp | 82.0%-74.8pp |
| Annual return | 23.88% | 1724.20%-1700.3pp | 1293.02%-1269.1pp | 302.83%-278.9pp |
| Employer contribution / active EE | $470 | $3,689-87.3% | $3,262-85.6% | $4,761-90.1% |
| Participant deferral / active EE | $1,857 | $4,348-57.3% | $3,963-53.1% | $5,982-69.0% |
| Admin fee / account holder | $60 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |