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 3-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 | $178,795 | $70,606+153.2% | $53,898+231.7% | $142,382+25.6% |
| Participation rate | 17.6% | 63.7%-46.1pp | 55.0%-37.3pp | 80.1%-62.5pp |
| Annual return | 55.91% | 619.81%-563.9pp | 528.60%-472.7pp | 217.08%-161.2pp |
| Employer contribution / active EE | $2,897 | $1,202+141.0% | $932+210.8% | $4,299-32.6% |
| Participant deferral / active EE | $12,531 | $2,364+430.1% | $1,826+586.1% | $6,507+92.6% |
| Admin fee / account holder | $221 | $2,852-92.3% | $2,491-91.1% | $12,624-98.3% |