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 | $73,620 | $175,202-58.0% | $149,673-50.8% | $139,434-47.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 918.58% | 166.71%+751.9pp | 134.42%+784.2pp | 372.94%+545.6pp |
| Employer contribution / active EE | $1,561 | $5,474-71.5% | $4,818-67.6% | $4,751-67.1% |
| Participant deferral / active EE | $4,410 | $6,519-32.4% | $5,680-22.4% | $6,710-34.3% |
| Admin fee / account holder | $32 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |