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 | $146,157 | $29,660+392.8% | $56,411+159.1% | $80,856+80.8% |
| Participation rate | 45.5% | 41.6%+3.8pp | 52.5%-7.0pp | 67.6%-22.2pp |
| Annual return | 10.97% | 35.23%-24.3pp | 1701.33%-1690.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,290 | $669+92.7% | $1,039+24.2% | $2,755-53.2% |
| Participant deferral / active EE | $3,773 | $1,226+207.7% | $1,952+93.3% | $4,296-12.2% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |