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 | $70,756+105.2% | $65,493+121.6% | $142,382+1.9% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 21.86% | 1754.89%-1733.0pp | 982.45%-960.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,500 | $2,881-13.2% | $2,574-2.9% | $4,299-41.8% |
| Participant deferral / active EE | $6,798 | $4,637+46.6% | $3,961+71.6% | $6,507+4.5% |
| Admin fee / account holder | $20 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |