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 | $105,925 | $70,606+50.0% | $53,898+96.5% | $142,382-25.6% |
| Participation rate | 0.0% | 63.7%-63.7pp | 55.0%-55.0pp | 80.1%-80.1pp |
| Annual return | 15.77% | 619.81%-604.0pp | 528.60%-512.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,016 | $1,202+67.7% | $932+116.3% | $4,299-53.1% |
| Participant deferral / active EE | $2,880 | $2,364+21.8% | $1,826+57.7% | $6,507-55.7% |
| Admin fee / account holder | $282 | $2,852-90.1% | $2,491-88.7% | $12,624-97.8% |