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 | $86,346 | $175,202-50.7% | $149,673-42.3% | $139,434-38.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 502.62% | 166.71%+335.9pp | 134.42%+368.2pp | 372.94%+129.7pp |
| Employer contribution / active EE | $2,121 | $5,474-61.3% | $4,818-56.0% | $4,751-55.4% |
| Participant deferral / active EE | $4,074 | $6,519-37.5% | $5,680-28.3% | $6,710-39.3% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |