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 | $74,602 | $81,625-8.6% | $58,482+27.6% | $139,434-46.5% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 92.44% | 7404.20%-7311.8pp | 4239.32%-4146.9pp | 372.94%-280.5pp |
| Employer contribution / active EE | $1,773 | $1,398+26.8% | $1,053+68.3% | $4,751-62.7% |
| Participant deferral / active EE | $3,603 | $2,557+40.9% | $1,924+87.3% | $6,710-46.3% |
| Admin fee / account holder | $157 | $3,265-95.2% | $2,516-93.8% | $11,403-98.6% |