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 | $83,707 | $65,561+27.7% | $86,188-2.9% | $75,163+11.4% |
| Participation rate | 7.7% | 60.5%-52.8pp | 69.0%-61.3pp | 67.2%-59.5pp |
| Annual return | 75.85% | 46.05%+29.8pp | 1168.45%-1092.6pp | 160.62%-84.8pp |
| Employer contribution / active EE | $1,370 | $1,553-11.8% | $2,380-42.4% | $2,670-48.7% |
| Participant deferral / active EE | $2,152 | $3,024-28.8% | $3,985-46.0% | $4,125-47.8% |
| Admin fee / account holder | $291 | $5,474-94.7% | $6,852-95.8% | $5,651-94.9% |