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 7-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 | $60,635 | $112,881-46.3% | $90,951-33.3% | $158,922-61.8% |
| Participation rate | 55.6% | 74.7%-19.2pp | 69.0%-13.5pp | 82.0%-26.4pp |
| Annual return | 8480.32% | 215.79%+8264.5pp | 134.60%+8345.7pp | 302.83%+8177.5pp |
| Employer contribution / active EE | $2,736 | $2,893-5.4% | $2,122+28.9% | $4,761-42.5% |
| Participant deferral / active EE | $7,708 | $4,128+86.8% | $3,373+128.5% | $5,982+28.9% |
| Admin fee / account holder | $185 | $8,041-97.7% | $5,959-96.9% | $11,246-98.4% |