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 | $177,874 | $81,625+117.9% | $58,482+204.2% | $139,434+27.6% |
| Participation rate | 40.0% | 61.3%-21.3pp | 50.9%-10.9pp | 80.3%-40.3pp |
| Annual return | 15.31% | 7404.20%-7388.9pp | 4239.32%-4224.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $559 | $1,398-60.0% | $1,053-46.9% | $4,751-88.2% |
| Participant deferral / active EE | $559 | $2,557-78.1% | $1,924-71.0% | $6,710-91.7% |
| Admin fee / account holder | $20 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |