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 7-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 | $151,245 | $81,625+85.3% | $58,482+158.6% | $139,434+8.5% |
| Participation rate | 11.1% | 61.3%-50.2pp | 50.9%-39.7pp | 80.3%-69.2pp |
| Annual return | 34.12% | 7404.20%-7370.1pp | 4239.32%-4205.2pp | 372.94%-338.8pp |
| Employer contribution / active EE | $194 | $1,398-86.2% | $1,053-81.6% | $4,751-95.9% |
| Participant deferral / active EE | $3,205 | $2,557+25.4% | $1,924+66.6% | $6,710-52.2% |
| Admin fee / account holder | $20 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |