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 8-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 | $20,712 | $107,334-80.7% | $92,893-77.7% | $152,861-86.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 6586.11% | 145.58%+6440.5pp | 109.41%+6476.7pp | 345.32%+6240.8pp |
| Employer contribution / active EE | $1,025 | $4,221-75.7% | $3,653-71.9% | $4,762-78.5% |
| Participant deferral / active EE | $5,982 | $4,845+23.5% | $4,236+41.2% | $5,850+2.3% |
| Admin fee / account holder | $153 | $7,079-97.8% | $5,794-97.4% | $11,596-98.7% |