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 | $127,351 | $159,901-20.4% | $146,958-13.3% | $145,922-12.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.71% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,215 | $5,286-58.1% | $4,933-55.1% | $4,660-52.5% |
| Participant deferral / active EE | $3,535 | $8,428-58.1% | $8,070-56.2% | $6,688-47.1% |
| Admin fee / account holder | $1 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |