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 5-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 | $102,964 | $31,352+228.4% | - | $85,850+19.9% |
| Participation rate | 25.6% | 45.3%-19.7pp | - | 69.3%-43.7pp |
| Annual return | 20.37% | 13.84%+6.5pp | - | 318.53%-298.2pp |
| Employer contribution / active EE | $453 | $1,148-60.5% | - | $2,565-82.3% |
| Participant deferral / active EE | $2,079 | $1,188+74.9% | - | $3,952-47.4% |
| Admin fee / account holder | $0 | $2,529-100.0% | - | $6,260-100.0% |