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 | $128,581 | $81,625+57.5% | $58,482+119.9% | $139,434-7.8% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 18.41% | 7404.20%-7385.8pp | 4239.32%-4220.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,300 | $1,398-7.0% | $1,053+23.4% | $4,751-72.6% |
| Participant deferral / active EE | $10,750 | $2,557+320.5% | $1,924+458.8% | $6,710+60.2% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |