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 | $80,637 | $90,600-11.0% | $79,464+1.5% | $135,375-40.4% |
| Participation rate | 53.3% | 76.0%-22.7pp | 73.3%-20.0pp | 82.6%-29.3pp |
| Annual return | 56.82% | 977.43%-920.6pp | 718.14%-661.3pp | 519.73%-462.9pp |
| Employer contribution / active EE | $973 | $3,068-68.3% | $2,800-65.3% | $4,779-79.6% |
| Participant deferral / active EE | $1,262 | $4,050-68.8% | $3,704-65.9% | $5,609-77.5% |
| Admin fee / account holder | $137 | $5,907-97.7% | $5,113-97.3% | $10,827-98.7% |