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 | $90,557 | $102,604-11.7% | $86,188+5.1% | $139,434-35.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 35.53% | 1922.51%-1887.0pp | 1168.45%-1132.9pp | 372.94%-337.4pp |
| Employer contribution / active EE | $20,250 | $3,032+567.8% | $2,380+750.8% | $4,751+326.2% |
| Participant deferral / active EE | $11,250 | $4,676+140.6% | $3,985+182.3% | $6,710+67.7% |
| Admin fee / account holder | $214 | $8,657-97.5% | $6,852-96.9% | $11,403-98.1% |