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 | $74,307 | $202,318-63.3% | $172,739-57.0% | $152,861-51.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 26.73% | 1029.65%-1002.9pp | 802.84%-776.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,343 | $5,856-60.0% | $5,143-54.4% | $4,762-50.8% |
| Participant deferral / active EE | $8,716 | $5,948+46.5% | $5,198+67.7% | $5,850+49.0% |
| Admin fee / account holder | $30 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |