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 6-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 | $124,591 | $123,982+0.5% | $69,701+78.8% | $145,959-14.6% |
| Participation rate | 0.0% | 69.2%-69.2pp | 66.4%-66.4pp | 80.3%-80.3pp |
| Annual return | 14.95% | 191.01%-176.1pp | 100.32%-85.4pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,758 | $2,681-34.5% | $1,713+2.6% | $4,661-62.3% |
| Participant deferral / active EE | $5,744 | $4,236+35.6% | $2,887+99.0% | $6,689-14.1% |
| Admin fee / account holder | $0 | $7,867-100.0% | $4,717-100.0% | $13,398-100.0% |