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 | $40,342 | $171,865-76.5% | $149,718-73.1% | $147,584-72.7% |
| Participation rate | 54.5% | 88.2%-33.6pp | 87.1%-32.5pp | 82.8%-28.3pp |
| Annual return | 35.01% | 2113.22%-2078.2pp | 1501.63%-1466.6pp | 578.55%-543.5pp |
| Employer contribution / active EE | $1,953 | $6,275-68.9% | $5,445-64.1% | $4,876-59.9% |
| Participant deferral / active EE | $6,039 | $7,271-16.9% | $6,569-8.1% | $5,439+11.0% |
| Admin fee / account holder | $131 | $13,799-99.0% | $11,283-98.8% | $10,885-98.8% |