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 | $29,893 | $108,642-72.5% | $74,701-60.0% | $152,861-80.4% |
| Participation rate | 66.7% | 65.3%+1.3pp | 54.5%+12.2pp | 82.4%-15.8pp |
| Annual return | 79.19% | 114.06%-34.9pp | 752.92%-673.7pp | 345.32%-266.1pp |
| Employer contribution / active EE | $248 | $1,503-83.5% | $1,084-77.1% | $4,762-94.8% |
| Participant deferral / active EE | $541 | $2,712-80.1% | $1,964-72.5% | $5,850-90.8% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |