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 | $80,634 | $202,318-60.1% | $172,739-53.3% | $152,861-47.3% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.4%-18.8pp |
| Annual return | 24.15% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,817 | $5,948-35.8% | $5,198-26.6% | $5,850-34.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |