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 | $233,978 | $70,606+231.4% | $53,898+334.1% | $142,382+64.3% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 17.58% | 619.81%-602.2pp | 528.60%-511.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,693 | $1,202+40.9% | $932+81.7% | $4,299-60.6% |
| Participant deferral / active EE | $7,833 | $2,364+231.4% | $1,826+328.9% | $6,507+20.4% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |