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 7-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 | $137,855 | $100,852+36.7% | $90,404+52.5% | $158,922-13.3% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.7%-58.4pp | 82.0%-67.7pp |
| Annual return | 14.76% | 1724.20%-1709.4pp | 1293.02%-1278.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $365 | $3,689-90.1% | $3,262-88.8% | $4,761-92.3% |
| Participant deferral / active EE | $3,015 | $4,348-30.7% | $3,963-23.9% | $5,982-49.6% |
| Admin fee / account holder | $58 | $6,501-99.1% | $5,611-99.0% | $11,246-99.5% |