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 3-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 | $131,361 | $70,606+86.0% | $53,898+143.7% | $142,382-7.7% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 234.97% | 619.81%-384.8pp | 528.60%-293.6pp | 217.08%+17.9pp |
| Employer contribution / active EE | $380 | $1,202-68.4% | $932-59.2% | $4,299-91.2% |
| Participant deferral / active EE | $566 | $2,364-76.1% | $1,826-69.0% | $6,507-91.3% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |