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 | $174,695 | $76,738+127.7% | $56,411+209.7% | $145,922+19.7% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 13.93% | 2994.23%-2980.3pp | 1701.33%-1687.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,733 | $1,380+25.6% | $1,039+66.9% | $4,660-62.8% |
| Participant deferral / active EE | $7,667 | $2,623+192.3% | $1,952+292.8% | $6,688+14.6% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |