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 | $85,817 | $96,305-10.9% | $80,569+6.5% | $139,434-38.5% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 21.27% | 1350.08%-1328.8pp | 935.43%-914.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,548 | $3,262-52.6% | $2,723-43.2% | $4,751-67.4% |
| Participant deferral / active EE | $3,744 | $5,232-28.4% | $4,447-15.8% | $6,710-44.2% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |