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 7-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 | $59,623 | $202,318-70.5% | $172,739-65.5% | $152,861-61.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 32.37% | 1029.65%-997.3pp | 802.84%-770.5pp | 345.32%-312.9pp |
| Employer contribution / active EE | $3,000 | $5,856-48.8% | $5,143-41.7% | $4,762-37.0% |
| Participant deferral / active EE | $11,813 | $5,948+98.6% | $5,198+127.3% | $5,850+101.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |