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 | $91,820 | $104,106-11.8% | $71,086+29.2% | $135,375-32.2% |
| Participation rate | 36.4% | 65.7%-29.3pp | 54.7%-18.3pp | 82.6%-46.3pp |
| Annual return | -5.32% | 1256.30%-1261.6pp | 650.59%-655.9pp | 519.73%-525.1pp |
| Employer contribution / active EE | $432 | $1,485-70.9% | $1,088-60.3% | $4,779-91.0% |
| Participant deferral / active EE | $2,789 | $2,527+10.4% | $1,874+48.8% | $5,609-50.3% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |