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 | $72,477 | $171,865-57.8% | $149,718-51.6% | $147,584-50.9% |
| Participation rate | 54.5% | 88.2%-33.6pp | 87.1%-32.5pp | 82.8%-28.3pp |
| Annual return | 81.70% | 2113.22%-2031.5pp | 1501.63%-1419.9pp | 578.55%-496.8pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,192 | $7,271-14.8% | $6,569-5.7% | $5,439+13.8% |
| Admin fee / account holder | $113 | $13,799-99.2% | $11,283-99.0% | $10,885-99.0% |