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 | $86,800 | $105,998-18.1% | $92,233-5.9% | $147,584-41.2% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 10.71% | 50.05%-39.3pp | 176.28%-165.6pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,405 | $4,333-44.5% | $3,679-34.6% | $4,876-50.7% |
| Participant deferral / active EE | $12,533 | $4,478+179.9% | $3,897+221.6% | $5,439+130.4% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |