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 | $95,225 | $105,998-10.2% | $92,233+3.2% | $147,584-35.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 21.87% | 50.05%-28.2pp | 176.28%-154.4pp | 578.55%-556.7pp |
| Employer contribution / active EE | $2,500 | $4,333-42.3% | $3,679-32.1% | $4,876-48.7% |
| Participant deferral / active EE | $8,750 | $4,478+95.4% | $3,897+124.5% | $5,439+60.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |