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 3-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 | $201,738 | $88,594+127.7% | $70,092+187.8% | $134,475+50.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | 1.54% | 442.67%-441.1pp | 190.73%-189.2pp | 417.96%-416.4pp |
| Employer contribution / active EE | $20,250 | $3,233+526.4% | $2,559+691.4% | $4,740+327.2% |
| Participant deferral / active EE | $13,500 | $4,772+182.9% | $3,849+250.8% | $6,400+110.9% |
| Admin fee / account holder | $4 | $10,441-100.0% | $6,267-99.9% | $11,426-100.0% |