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 | $233,602 | $76,738+204.4% | $56,411+314.1% | $145,922+60.1% |
| Participation rate | 63.6% | 63.2%+0.4pp | 52.5%+11.2pp | 80.3%-16.6pp |
| Annual return | 12.18% | 2994.23%-2982.0pp | 1701.33%-1689.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,529 | $1,380+10.8% | $1,039+47.2% | $4,660-67.2% |
| Participant deferral / active EE | $6,705 | $2,623+155.7% | $1,952+243.5% | $6,688+0.3% |
| Admin fee / account holder | $87 | $3,334-97.4% | $2,829-96.9% | $13,397-99.3% |