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 | $132,497 | $102,382+29.4% | $147,005-9.9% | $80,874+63.8% |
| Participation rate | 42.9% | 75.8%-33.0pp | 82.2%-39.3pp | 67.6%-24.8pp |
| Annual return | 16.43% | 134.89%-118.5pp | 418.76%-402.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $2,265 | $3,715-39.0% | $4,934-54.1% | $2,756-17.8% |
| Participant deferral / active EE | $7,972 | $6,646+19.9% | $8,070-1.2% | $4,297+85.5% |
| Admin fee / account holder | $0 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |