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 | $123,413 | $109,817+12.4% | $98,442+25.4% | $167,490-26.3% |
| Participation rate | 54.5% | 75.8%-21.3pp | 73.3%-18.8pp | 82.1%-27.6pp |
| Annual return | 11.20% | 1956.69%-1945.5pp | 1492.73%-1481.5pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,282 | $3,224-29.2% | $2,960-22.9% | $4,837-52.8% |
| Participant deferral / active EE | $5,331 | $4,673+14.1% | $4,276+24.7% | $6,341-15.9% |
| Admin fee / account holder | $142 | $6,753-97.9% | $5,949-97.6% | $12,309-98.8% |