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 | $58,378 | $202,318-71.1% | $172,739-66.2% | $152,861-61.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 26.51% | 1029.65%-1003.1pp | 802.84%-776.3pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,454 | $5,856-75.2% | $5,143-71.7% | $4,762-69.5% |
| Participant deferral / active EE | $6,787 | $5,948+14.1% | $5,198+30.6% | $5,850+16.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |