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 6-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 | $122,895 | $176,662-30.4% | $130,648-5.9% | $152,861-19.6% |
| Participation rate | 18.2% | 79.0%-60.8pp | 71.7%-53.6pp | 82.4%-64.3pp |
| Annual return | 15.83% | 2692.24%-2676.4pp | 1708.96%-1693.1pp | 345.32%-329.5pp |
| Employer contribution / active EE | $227 | $5,742-96.0% | $4,092-94.4% | $4,762-95.2% |
| Participant deferral / active EE | $227 | $4,361-94.8% | $3,603-93.7% | $5,850-96.1% |
| Admin fee / account holder | $112 | $7,133-98.4% | $5,464-98.0% | $11,596-99.0% |