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 | $91,001 | $29,660+206.8% | $56,411+61.3% | $80,856+12.5% |
| Participation rate | 6.7% | 41.6%-35.0pp | 52.5%-45.8pp | 67.6%-61.0pp |
| Annual return | 13.89% | 35.23%-21.3pp | 1701.33%-1687.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $226 | $669-66.2% | $1,039-78.2% | $2,755-91.8% |
| Participant deferral / active EE | $1,023 | $1,226-16.6% | $1,952-47.6% | $4,296-76.2% |
| Admin fee / account holder | $0 | $2,428-100.0% | $2,829-100.0% | $6,918-100.0% |