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 10-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 | $154,879 | $84,695+82.9% | $73,843+109.7% | $125,391+23.5% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | 1.29% | 3123.53%-3122.2pp | 2267.84%-2266.6pp | 282.22%-280.9pp |
| Employer contribution / active EE | $1,500 | $3,123-52.0% | $2,787-46.2% | $4,866-69.2% |
| Participant deferral / active EE | $3,750 | $3,992-6.1% | $3,583+4.7% | $5,352-29.9% |
| Admin fee / account holder | $25 | $5,691-99.6% | $4,880-99.5% | $9,540-99.7% |