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 6-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 | $75,901 | $202,318-62.5% | $172,739-56.1% | $152,861-50.3% |
| Participation rate | 46.2% | 87.1%-40.9pp | 82.6%-36.5pp | 82.4%-36.3pp |
| Annual return | 14.10% | 1029.65%-1015.5pp | 802.84%-788.7pp | 345.32%-331.2pp |
| Employer contribution / active EE | $1,707 | $5,856-70.9% | $5,143-66.8% | $4,762-64.2% |
| Participant deferral / active EE | $2,783 | $5,948-53.2% | $5,198-46.5% | $5,850-52.4% |
| Admin fee / account holder | $3 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |