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 | $145,156 | $68,097+113.2% | $62,929+130.7% | $137,256+5.8% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 21.86% | 1859.11%-1837.3pp | 1063.93%-1042.1pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,500 | $2,811-11.1% | $2,505-0.2% | $4,156-39.8% |
| Participant deferral / active EE | $6,798 | $4,553+49.3% | $3,888+74.8% | $6,407+6.1% |
| Admin fee / account holder | $20 | $6,521-99.7% | $5,065-99.6% | $12,270-99.8% |