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 | $106,219 | $129,942-18.3% | $104,294+1.8% | $134,475-21.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | 73.3%-73.3pp | 81.2%-81.2pp |
| Annual return | 1.41% | 42.03%-40.6pp | 24.61%-23.2pp | 417.96%-416.6pp |
| Employer contribution / active EE | $12,000 | $4,184+186.8% | $3,372+255.9% | $4,740+153.2% |
| Participant deferral / active EE | $24,000 | $5,588+329.5% | $4,625+418.9% | $6,400+275.0% |
| Admin fee / account holder | $50 | $9,323-99.5% | $7,339-99.3% | $11,426-99.6% |