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 | $64,722 | $137,414-52.9% | $189,513-65.8% | $85,850-24.6% |
| Participation rate | 69.0% | 84.6%-15.6pp | 87.8%-18.8pp | 69.3%-0.3pp |
| Annual return | 50.16% | 38.14%+12.0pp | 555.15%-505.0pp | 318.53%-268.4pp |
| Employer contribution / active EE | $1,806 | $4,344-58.4% | $6,162-70.7% | $2,565-29.6% |
| Participant deferral / active EE | $8,202 | $6,260+31.0% | $8,221-0.2% | $3,952+107.6% |
| Admin fee / account holder | $240 | $8,630-97.2% | $12,045-98.0% | $6,260-96.2% |