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 6-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 | $81,070 | $96,305-15.8% | $80,569+0.6% | $139,434-41.9% |
| Participation rate | 26.3% | 73.6%-47.3pp | 67.0%-40.7pp | 80.3%-54.0pp |
| Annual return | 26.59% | 1350.08%-1323.5pp | 935.43%-908.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,016 | $3,262-68.8% | $2,723-62.7% | $4,751-78.6% |
| Participant deferral / active EE | $1,815 | $5,232-65.3% | $4,447-59.2% | $6,710-73.0% |
| Admin fee / account holder | $18 | $6,599-99.7% | $5,377-99.7% | $11,403-99.8% |