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 | $111,022 | $175,202-36.6% | $149,673-25.8% | $139,434-20.4% |
| Participation rate | 58.3% | 83.4%-25.0pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 39.76% | 166.71%-127.0pp | 134.42%-94.7pp | 372.94%-333.2pp |
| Employer contribution / active EE | $2,335 | $5,474-57.3% | $4,818-51.5% | $4,751-50.8% |
| Participant deferral / active EE | $4,189 | $6,519-35.7% | $5,680-26.3% | $6,710-37.6% |
| Admin fee / account holder | $5 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |