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 | $83,100 | $81,625+1.8% | $58,482+42.1% | $139,434-40.4% |
| Participation rate | 64.3% | 61.3%+3.0pp | 50.9%+13.4pp | 80.3%-16.0pp |
| Annual return | 16.95% | 7404.20%-7387.2pp | 4239.32%-4222.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $864 | $1,398-38.2% | $1,053-18.0% | $4,751-81.8% |
| Participant deferral / active EE | $3,952 | $2,557+54.6% | $1,924+105.4% | $6,710-41.1% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |