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 10-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 | $129,396 | $108,642+19.1% | $74,701+73.2% | $152,861-15.4% |
| Participation rate | 28.6% | 65.3%-36.8pp | 54.5%-25.9pp | 82.4%-53.9pp |
| Annual return | 20.64% | 114.06%-93.4pp | 752.92%-732.3pp | 345.32%-324.7pp |
| Employer contribution / active EE | $813 | $1,503-45.9% | $1,084-25.0% | $4,762-82.9% |
| Participant deferral / active EE | $3,271 | $2,712+20.6% | $1,964+66.6% | $5,850-44.1% |
| Admin fee / account holder | $54 | $4,902-98.9% | $3,333-98.4% | $11,596-99.5% |