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 9-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 | $82,080 | $100,852-18.6% | $90,404-9.2% | $158,922-48.4% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 8.84% | 1724.20%-1715.4pp | 1293.02%-1284.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,217 | $3,689-67.0% | $3,262-62.7% | $4,761-74.4% |
| Participant deferral / active EE | $6,879 | $4,348+58.2% | $3,963+73.6% | $5,982+15.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |