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 | $105,618 | $88,751+19.0% | $81,812+29.1% | $145,922-27.6% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.3%-43.8pp | 80.3%-51.7pp |
| Annual return | 16.48% | 1025.40%-1008.9pp | 773.79%-757.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $791 | $3,083-74.4% | $2,912-72.8% | $4,660-83.0% |
| Participant deferral / active EE | $7,643 | $4,643+64.6% | $4,319+77.0% | $6,688+14.3% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |