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 | $60,374 | $202,318-70.2% | $172,739-65.0% | $152,861-60.5% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.4%-38.0pp |
| Annual return | 26.89% | 1029.65%-1002.8pp | 802.84%-776.0pp | 345.32%-318.4pp |
| Employer contribution / active EE | $1,350 | $5,856-76.9% | $5,143-73.7% | $4,762-71.7% |
| Participant deferral / active EE | $2,574 | $5,948-56.7% | $5,198-50.5% | $5,850-56.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |