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 | $94,065 | $29,660+217.1% | $56,411+66.7% | $80,856+16.3% |
| Participation rate | 14.3% | 41.6%-27.4pp | 52.5%-38.2pp | 67.6%-53.4pp |
| Annual return | 15.61% | 35.23%-19.6pp | 1701.33%-1685.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $302 | $669-54.9% | $1,039-70.9% | $2,755-89.0% |
| Participant deferral / active EE | $1,291 | $1,226+5.3% | $1,952-33.9% | $4,296-69.9% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |