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 | $145,269 | $30,400+377.9% | $53,898+169.5% | $84,808+71.3% |
| Participation rate | 30.2% | 46.4%-16.3pp | 55.0%-24.8pp | 68.3%-38.2pp |
| Annual return | 526.92% | 500.19%+26.7pp | 528.60%-1.7pp | 40.90%+486.0pp |
| Employer contribution / active EE | $416 | $603-30.9% | $932-55.3% | $2,631-84.2% |
| Participant deferral / active EE | $704 | $1,199-41.3% | $1,826-61.5% | $4,212-83.3% |
| Admin fee / account holder | $48 | $1,993-97.6% | $2,491-98.1% | $7,344-99.3% |