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 | $150,616 | $180,749-16.7% | $160,784-6.3% | $137,256+9.7% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 17.40% | 2234.46%-2217.1pp | 1803.92%-1786.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $994 | $4,155-76.1% | $3,733-73.4% | $4,156-76.1% |
| Participant deferral / active EE | $5,767 | $6,844-15.7% | $6,293-8.4% | $6,407-10.0% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |