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 10-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 | $117,470 | $176,662-33.5% | $130,648-10.1% | $152,861-23.2% |
| Participation rate | 60.0% | 79.0%-19.0pp | 71.7%-11.7pp | 82.4%-22.4pp |
| Annual return | 25.40% | 2692.24%-2666.8pp | 1708.96%-1683.6pp | 345.32%-319.9pp |
| Employer contribution / active EE | $6,638 | $5,742+15.6% | $4,092+62.2% | $4,762+39.4% |
| Participant deferral / active EE | $7,928 | $4,361+81.8% | $3,603+120.1% | $5,850+35.5% |
| Admin fee / account holder | $20 | $7,133-99.7% | $5,464-99.6% | $11,596-99.8% |