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 5-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 | $146,792 | $56,114+161.6% | $96,139+52.7% | $85,850+71.0% |
| Participation rate | 7.0% | 56.7%-49.7pp | 68.4%-61.5pp | 69.3%-62.3pp |
| Annual return | 16.47% | 42.30%-25.8pp | 191.94%-175.5pp | 318.53%-302.1pp |
| Employer contribution / active EE | $468 | $1,620-71.1% | $2,797-83.3% | $2,565-81.8% |
| Participant deferral / active EE | $1,118 | $2,859-60.9% | $4,349-74.3% | $3,952-71.7% |
| Admin fee / account holder | $37 | $3,768-99.0% | $5,537-99.3% | $6,260-99.4% |