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 | $82,131 | $202,318-59.4% | $172,739-52.5% | $152,861-46.3% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 22.34% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,007 | $5,856-65.7% | $5,143-61.0% | $4,762-57.9% |
| Participant deferral / active EE | $4,173 | $5,948-29.8% | $5,198-19.7% | $5,850-28.7% |
| Admin fee / account holder | $5 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |