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 | $196,130 | $100,852+94.5% | $90,404+116.9% | $158,922+23.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 17.50% | 1724.20%-1706.7pp | 1293.02%-1275.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,184 | $3,689-67.9% | $3,262-63.7% | $4,761-75.1% |
| Participant deferral / active EE | $2,656 | $4,348-38.9% | $3,963-33.0% | $5,982-55.6% |
| Admin fee / account holder | $81 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |