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 7-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 | $100,230 | $102,966-2.7% | $90,281+11.0% | $152,861-34.4% |
| Participation rate | 52.4% | 75.9%-23.5pp | 73.3%-20.9pp | 82.4%-30.1pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $383 | $3,139-87.8% | $2,854-86.6% | $4,762-92.0% |
| Participant deferral / active EE | $3,941 | $4,281-8.0% | $3,885+1.4% | $5,850-32.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |