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 3-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 | $138,661 | $100,773+37.6% | $88,946+55.9% | $142,382-2.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 24.01% | 70.18%-46.2pp | 57.82%-33.8pp | 217.08%-193.1pp |
| Employer contribution / active EE | $9,000 | $2,918+208.5% | $2,555+252.3% | $4,299+109.3% |
| Participant deferral / active EE | $10,000 | $5,230+91.2% | $4,581+118.3% | $6,507+53.7% |
| Admin fee / account holder | $268 | $9,693-97.2% | $8,261-96.8% | $12,624-97.9% |