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 | $46,892 | $202,318-76.8% | $172,739-72.9% | $152,861-69.3% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.4%-27.9pp |
| Annual return | 18.28% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,904 | $5,856-67.5% | $5,143-63.0% | $4,762-60.0% |
| Participant deferral / active EE | $5,615 | $5,948-5.6% | $5,198+8.0% | $5,850-4.0% |
| Admin fee / account holder | $102 | $17,109-99.4% | $13,954-99.3% | $11,596-99.1% |