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 | $88,418 | $97,757-9.6% | $83,848+5.5% | $135,375-34.7% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | 51.26% | 1287.37%-1236.1pp | 850.88%-799.6pp | 519.73%-468.5pp |
| Employer contribution / active EE | $4,457 | $4,222+5.6% | $3,631+22.8% | $4,779-6.7% |
| Participant deferral / active EE | $4,600 | $4,682-1.7% | $4,082+12.7% | $5,609-18.0% |
| Admin fee / account holder | $45 | $6,674-99.3% | $5,478-99.2% | $10,827-99.6% |