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 | $77,808 | $202,318-61.5% | $172,739-55.0% | $152,861-49.1% |
| Participation rate | 45.8% | 87.1%-41.2pp | 82.6%-36.8pp | 82.4%-36.6pp |
| Annual return | 20.27% | 1029.65%-1009.4pp | 802.84%-782.6pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,327 | $5,856-77.3% | $5,143-74.2% | $4,762-72.1% |
| Participant deferral / active EE | $4,264 | $5,948-28.3% | $5,198-18.0% | $5,850-27.1% |
| Admin fee / account holder | $264 | $17,109-98.5% | $13,954-98.1% | $11,596-97.7% |