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 | $121,894 | $63,346+92.4% | $92,233+32.2% | $70,131+73.8% |
| Participation rate | 69.7% | 68.7%+1.0pp | 76.5%-6.8pp | 69.5%+0.2pp |
| Annual return | 15.95% | 530.12%-514.2pp | 176.28%-160.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,856 | $2,471-24.9% | $3,679-49.6% | $2,342-20.8% |
| Participant deferral / active EE | $4,362 | $2,854+52.8% | $3,897+11.9% | $3,332+30.9% |
| Admin fee / account holder | $21 | $3,840-99.5% | $5,194-99.6% | $4,645-99.5% |