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 10-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 | $75,945 | $124,185-38.8% | $108,410-29.9% | $167,490-54.7% |
| Participation rate | 59.1% | 82.3%-23.2pp | 80.1%-21.0pp | 82.1%-23.0pp |
| Annual return | 55.43% | 1379.64%-1324.2pp | 905.27%-849.8pp | 478.56%-423.1pp |
| Employer contribution / active EE | $1,340 | $4,187-68.0% | $3,558-62.3% | $4,837-72.3% |
| Participant deferral / active EE | $2,637 | $6,908-61.8% | $6,563-59.8% | $6,341-58.4% |
| Admin fee / account holder | $66 | $9,455-99.3% | $7,295-99.1% | $12,309-99.5% |