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 | $116,402 | $104,486+11.4% | $76,817+51.5% | $152,861-23.9% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.4%-32.4pp |
| Annual return | 23.38% | 1013.37%-990.0pp | 1166.11%-1142.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,938 | $3,116-37.8% | $2,302-15.8% | $4,762-59.3% |
| Participant deferral / active EE | $1,938 | $4,236-54.2% | $3,336-41.9% | $5,850-66.9% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |