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 | $75,365 | $202,318-62.7% | $172,739-56.4% | $152,861-50.7% |
| Participation rate | 45.5% | 87.1%-41.6pp | 82.6%-37.2pp | 82.4%-37.0pp |
| Annual return | 16.32% | 1029.65%-1013.3pp | 802.84%-786.5pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,586 | $5,856-55.8% | $5,143-49.7% | $4,762-45.7% |
| Participant deferral / active EE | $5,231 | $5,948-12.1% | $5,198+0.6% | $5,850-10.6% |
| Admin fee / account holder | $155 | $17,109-99.1% | $13,954-98.9% | $11,596-98.7% |