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 5-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 | $146,824 | $29,319+400.8% | $52,425+180.1% | $82,448+78.1% |
| Participation rate | 4.3% | 46.9%-42.6pp | 55.6%-51.3pp | 68.1%-63.8pp |
| Annual return | 20.83% | 535.20%-514.4pp | 302.12%-281.3pp | 41.64%-20.8pp |
| Employer contribution / active EE | $112 | $586-81.0% | $914-87.8% | $2,551-95.6% |
| Participant deferral / active EE | $631 | $1,171-46.1% | $1,790-64.8% | $4,139-84.8% |
| Admin fee / account holder | $15 | $1,962-99.2% | $2,495-99.4% | $7,234-99.8% |