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 | $71,985 | $29,660+142.7% | $56,411+27.6% | $80,856-11.0% |
| Participation rate | 28.6% | 41.6%-13.1pp | 52.5%-23.9pp | 67.6%-39.1pp |
| Annual return | 11.68% | 35.23%-23.5pp | 1701.33%-1689.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,024 | $669+53.0% | $1,039-1.4% | $2,755-62.8% |
| Participant deferral / active EE | $1,624 | $1,226+32.5% | $1,952-16.8% | $4,296-62.2% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |