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 | $97,892 | $171,865-43.0% | $149,718-34.6% | $147,584-33.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 16.89% | 2113.22%-2096.3pp | 1501.63%-1484.7pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,923 | $6,275-69.4% | $5,445-64.7% | $4,876-60.6% |
| Participant deferral / active EE | $4,002 | $7,271-45.0% | $6,569-39.1% | $5,439-26.4% |
| Admin fee / account holder | $123 | $13,799-99.1% | $11,283-98.9% | $10,885-98.9% |