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 | $106,466 | $70,756+50.5% | $65,493+62.6% | $142,382-25.2% |
| Participation rate | 54.2% | 77.4%-23.2pp | 73.1%-18.9pp | 80.1%-26.0pp |
| Annual return | 15.14% | 1754.89%-1739.8pp | 982.45%-967.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,402 | $2,881-51.3% | $2,574-45.5% | $4,299-67.4% |
| Participant deferral / active EE | $4,374 | $4,637-5.7% | $3,961+10.4% | $6,507-32.8% |
| Admin fee / account holder | $202 | $6,559-96.9% | $5,028-96.0% | $12,624-98.4% |