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 8-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 | $85,763 | $70,606+21.5% | $53,898+59.1% | $142,382-39.8% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 20.24% | 619.81%-599.6pp | 528.60%-508.4pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,394 | $1,202+16.0% | $932+49.6% | $4,299-67.6% |
| Participant deferral / active EE | $10,547 | $2,364+346.1% | $1,826+477.5% | $6,507+62.1% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |