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 | $90,258 | $175,202-48.5% | $149,673-39.7% | $139,434-35.3% |
| Participation rate | 37.5% | 83.4%-45.9pp | 78.8%-41.3pp | 80.3%-42.8pp |
| Annual return | 19.30% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,329 | $5,474-57.5% | $4,818-51.7% | $4,751-51.0% |
| Participant deferral / active EE | $5,606 | $6,519-14.0% | $5,680-1.3% | $6,710-16.5% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |