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 | $102,620 | $171,865-40.3% | $149,718-31.5% | $147,584-30.5% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 26.56% | 2113.22%-2086.7pp | 1501.63%-1475.1pp | 578.55%-552.0pp |
| Employer contribution / active EE | $1,465 | $6,275-76.7% | $5,445-73.1% | $4,876-70.0% |
| Participant deferral / active EE | $4,031 | $7,271-44.6% | $6,569-38.6% | $5,439-25.9% |
| Admin fee / account holder | $13 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |