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 | $47,322 | $202,318-76.6% | $172,739-72.6% | $152,861-69.0% |
| Participation rate | 64.3% | 87.1%-22.8pp | 82.6%-18.4pp | 82.4%-18.2pp |
| Annual return | 25.47% | 1029.65%-1004.2pp | 802.84%-777.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,421 | $5,856-75.7% | $5,143-72.4% | $4,762-70.2% |
| Participant deferral / active EE | $3,861 | $5,948-35.1% | $5,198-25.7% | $5,850-34.0% |
| Admin fee / account holder | $73 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |