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 | $91,379 | $102,604-10.9% | $86,188+6.0% | $139,434-34.5% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 32.33% | 1922.51%-1890.2pp | 1168.45%-1136.1pp | 372.94%-340.6pp |
| Employer contribution / active EE | $6,714 | $3,032+121.4% | $2,380+182.1% | $4,751+41.3% |
| Participant deferral / active EE | $10,938 | $4,676+133.9% | $3,985+174.4% | $6,710+63.0% |
| Admin fee / account holder | $20 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |