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 | $89,906 | $100,852-10.9% | $90,404-0.6% | $158,922-43.4% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 23.37% | 1724.20%-1700.8pp | 1293.02%-1269.6pp | 302.83%-279.5pp |
| Employer contribution / active EE | $750 | $3,689-79.7% | $3,262-77.0% | $4,761-84.2% |
| Participant deferral / active EE | $750 | $4,348-82.7% | $3,963-81.1% | $5,982-87.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |