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 | $68,634 | $171,865-60.1% | $149,718-54.2% | $147,584-53.5% |
| Participation rate | 63.6% | 88.2%-24.6pp | 87.1%-23.4pp | 82.8%-19.2pp |
| Annual return | 17.50% | 2113.22%-2095.7pp | 1501.63%-1484.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $2,003 | $6,275-68.1% | $5,445-63.2% | $4,876-58.9% |
| Participant deferral / active EE | $3,616 | $7,271-50.3% | $6,569-45.0% | $5,439-33.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |