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 | $138,357 | $202,318-31.6% | $172,739-19.9% | $152,861-9.5% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.4%-57.4pp |
| Annual return | 15.40% | 1029.65%-1014.3pp | 802.84%-787.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $2,575 | $5,856-56.0% | $5,143-49.9% | $4,762-45.9% |
| Participant deferral / active EE | $4,750 | $5,948-20.1% | $5,198-8.6% | $5,850-18.8% |
| Admin fee / account holder | $13 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |