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 | $35,357 | $202,318-82.5% | $172,739-79.5% | $152,861-76.9% |
| Participation rate | 52.9% | 87.1%-34.1pp | 82.6%-29.7pp | 82.4%-29.5pp |
| Annual return | 17.56% | 1029.65%-1012.1pp | 802.84%-785.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,527 | $5,856-56.8% | $5,143-50.9% | $4,762-46.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $154 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |