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 | $126,917 | $124,185+2.2% | $108,410+17.1% | $167,490-24.2% |
| Participation rate | 37.5% | 82.3%-44.8pp | 80.1%-42.6pp | 82.1%-44.6pp |
| Annual return | 16.65% | 1379.64%-1363.0pp | 905.27%-888.6pp | 478.56%-461.9pp |
| Employer contribution / active EE | $891 | $4,187-78.7% | $3,558-75.0% | $4,837-81.6% |
| Participant deferral / active EE | $5,103 | $6,908-26.1% | $6,563-22.3% | $6,341-19.5% |
| Admin fee / account holder | $20 | $9,455-99.8% | $7,295-99.7% | $12,309-99.8% |