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 | $133,623 | $99,020+34.9% | $86,590+54.3% | $147,584-9.5% |
| Participation rate | 53.3% | 76.3%-23.0pp | 73.5%-20.2pp | 82.8%-29.5pp |
| Annual return | 15.19% | 1312.34%-1297.1pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,462 | $3,132-53.3% | $2,839-48.5% | $4,876-70.0% |
| Participant deferral / active EE | $6,159 | $3,972+55.1% | $3,609+70.7% | $5,439+13.3% |
| Admin fee / account holder | $222 | $5,710-96.1% | $4,906-95.5% | $10,885-98.0% |