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 8-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 | $88,017 | $34,308+156.5% | $74,701+17.8% | $72,985+20.6% |
| Participation rate | 20.0% | 42.4%-22.4pp | 54.5%-34.5pp | 69.5%-49.5pp |
| Annual return | 20.37% | 26.58%-6.2pp | 752.92%-732.5pp | 81.00%-60.6pp |
| Employer contribution / active EE | $613 | $692-11.4% | $1,084-43.4% | $2,440-74.9% |
| Participant deferral / active EE | $881 | $1,271-30.7% | $1,964-55.1% | $3,607-75.6% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |