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 4-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 | $138,850 | $27,915+397.4% | $58,482+137.4% | $75,163+84.7% |
| Participation rate | 3.4% | 38.8%-35.4pp | 50.9%-47.4pp | 67.2%-63.7pp |
| Annual return | 23.74% | 44.20%-20.5pp | 4239.32%-4215.6pp | 160.62%-136.9pp |
| Employer contribution / active EE | $175 | $669-73.9% | $1,053-83.4% | $2,670-93.5% |
| Participant deferral / active EE | $769 | $1,201-36.0% | $1,924-60.0% | $4,125-81.4% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |