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 | $114,376 | $109,817+4.2% | $98,442+16.2% | $167,490-31.7% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 10.43% | 1956.69%-1946.3pp | 1492.73%-1482.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,528 | $3,224-52.6% | $2,960-48.4% | $4,837-68.4% |
| Participant deferral / active EE | $5,570 | $4,673+19.2% | $4,276+30.3% | $6,341-12.2% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |