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 4-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 | $106,323 | $76,785+38.5% | $56,441+88.4% | $145,959-27.2% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 16.32% | 3000.51%-2984.2pp | 1704.21%-1687.9pp | 561.95%-545.6pp |
| Employer contribution / active EE | $177 | $1,381-87.2% | $1,039-82.9% | $4,661-96.2% |
| Participant deferral / active EE | $3,192 | $2,624+21.6% | $1,953+63.4% | $6,689-52.3% |
| Admin fee / account holder | $109 | $3,334-96.7% | $2,829-96.1% | $13,398-99.2% |