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 9-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 | $138,907 | $96,305+44.2% | $80,569+72.4% | $139,434-0.4% |
| Participation rate | 46.2% | 73.6%-27.5pp | 67.0%-20.8pp | 80.3%-34.2pp |
| Annual return | 27.02% | 1350.08%-1323.1pp | 935.43%-908.4pp | 372.94%-345.9pp |
| Employer contribution / active EE | $15,973 | $3,262+389.7% | $2,723+486.5% | $4,751+236.2% |
| Participant deferral / active EE | $10,029 | $5,232+91.7% | $4,447+125.5% | $6,710+49.5% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |