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 | $95,189 | $202,318-53.0% | $172,739-44.9% | $152,861-37.7% |
| Participation rate | 46.7% | 87.1%-40.4pp | 82.6%-36.0pp | 82.4%-35.8pp |
| Annual return | 24.28% | 1029.65%-1005.4pp | 802.84%-778.6pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,533 | $5,856-73.8% | $5,143-70.2% | $4,762-67.8% |
| Participant deferral / active EE | $3,223 | $5,948-45.8% | $5,198-38.0% | $5,850-44.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |