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 | $101,828 | $100,852+1.0% | $90,404+12.6% | $158,922-35.9% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.7%-25.6pp | 82.0%-34.9pp |
| Annual return | 14.23% | 1724.20%-1710.0pp | 1293.02%-1278.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,317 | $3,689-37.2% | $3,262-29.0% | $4,761-51.3% |
| Participant deferral / active EE | $5,305 | $4,348+22.0% | $3,963+33.9% | $5,982-11.3% |
| Admin fee / account holder | $3 | $6,501-100.0% | $5,611-99.9% | $11,246-100.0% |