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 | $153,690 | $132,634+15.9% | $115,768+32.8% | $137,256+12.0% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.4%-49.4pp | 80.0%-55.0pp |
| Annual return | 180.50% | 160.70%+19.8pp | 100.46%+80.0pp | 220.34%-39.8pp |
| Employer contribution / active EE | $1,057 | $3,360-68.5% | $2,940-64.0% | $4,156-74.6% |
| Participant deferral / active EE | $2,255 | $5,619-59.9% | $4,917-54.1% | $6,407-64.8% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |