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 | $124,201 | $108,642+14.3% | $74,701+66.3% | $152,861-18.7% |
| Participation rate | 25.0% | 65.3%-40.3pp | 54.5%-29.5pp | 82.4%-57.4pp |
| Annual return | 226.28% | 114.06%+112.2pp | 752.92%-526.6pp | 345.32%-119.0pp |
| Employer contribution / active EE | $155 | $1,503-89.7% | $1,084-85.7% | $4,762-96.7% |
| Participant deferral / active EE | $155 | $2,712-94.3% | $1,964-92.1% | $5,850-97.3% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |