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 4-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 | $123,371 | $65,409+88.6% | $98,442+25.3% | $85,850+43.7% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.3%-69.3pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $210 | $2,168-90.3% | $2,960-92.9% | $2,565-91.8% |
| Participant deferral / active EE | $945 | $3,166-70.1% | $4,276-77.9% | $3,952-76.1% |
| Admin fee / account holder | $299 | $4,593-93.5% | $5,949-95.0% | $6,260-95.2% |