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 | $49,549 | $202,318-75.5% | $172,739-71.3% | $152,861-67.6% |
| Participation rate | 56.3% | 87.1%-30.8pp | 82.6%-26.4pp | 82.4%-26.2pp |
| Annual return | 20.68% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,987 | $5,856-66.1% | $5,143-61.4% | $4,762-58.3% |
| Participant deferral / active EE | $2,354 | $5,948-60.4% | $5,198-54.7% | $5,850-59.8% |
| Admin fee / account holder | $95 | $17,109-99.4% | $13,954-99.3% | $11,596-99.2% |