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 | $118,412 | $72,400+63.6% | $67,502+75.4% | $145,922-18.9% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 14.05% | 7182.46%-7168.4pp | 3512.12%-3498.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,071 | $3,069+65.2% | $2,731+85.7% | $4,660+8.8% |
| Participant deferral / active EE | $6,325 | $4,783+32.2% | $4,000+58.1% | $6,688-5.4% |
| Admin fee / account holder | $58 | $5,539-99.0% | $3,998-98.6% | $13,397-99.6% |