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 | $126,841 | $175,202-27.6% | $149,673-15.3% | $139,434-9.0% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 16.48% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,827 | $5,474-66.6% | $4,818-62.1% | $4,751-61.5% |
| Participant deferral / active EE | $2,284 | $6,519-65.0% | $5,680-59.8% | $6,710-66.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |