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 7-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 | $159,050 | $100,852+57.7% | $90,404+75.9% | $158,922+0.1% |
| Participation rate | 17.6% | 75.0%-57.4pp | 72.7%-55.0pp | 82.0%-64.3pp |
| Annual return | 14.80% | 1724.20%-1709.4pp | 1293.02%-1278.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,948 | $4,348-55.2% | $3,963-50.9% | $5,982-67.4% |
| Admin fee / account holder | $60 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |