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 | $142,659 | $180,749-21.1% | $160,784-11.3% | $137,256+3.9% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 15.30% | 2234.46%-2219.2pp | 1803.92%-1788.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $683 | $4,155-83.6% | $3,733-81.7% | $4,156-83.6% |
| Participant deferral / active EE | $6,952 | $6,844+1.6% | $6,293+10.5% | $6,407+8.5% |
| Admin fee / account holder | $6 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |