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 | $42,732 | $202,318-78.9% | $172,739-75.3% | $152,861-72.0% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 28.28% | 1029.65%-1001.4pp | 802.84%-774.6pp | 345.32%-317.0pp |
| Employer contribution / active EE | $1,264 | $5,856-78.4% | $5,143-75.4% | $4,762-73.4% |
| Participant deferral / active EE | $3,155 | $5,948-47.0% | $5,198-39.3% | $5,850-46.1% |
| Admin fee / account holder | $265 | $17,109-98.5% | $13,954-98.1% | $11,596-97.7% |