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 | $63,493 | $202,318-68.6% | $172,739-63.2% | $152,861-58.5% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 18.98% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,044 | $5,856-65.1% | $5,143-60.2% | $4,762-57.1% |
| Participant deferral / active EE | $3,767 | $5,948-36.7% | $5,198-27.5% | $5,850-35.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |