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 | $88,325 | $102,604-13.9% | $86,188+2.5% | $139,434-36.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 29.52% | 1922.51%-1893.0pp | 1168.45%-1138.9pp | 372.94%-343.4pp |
| Employer contribution / active EE | $1,863 | $3,032-38.6% | $2,380-21.7% | $4,751-60.8% |
| Participant deferral / active EE | $6,273 | $4,676+34.2% | $3,985+57.4% | $6,710-6.5% |
| Admin fee / account holder | $20 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |