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 | $66,745 | $171,865-61.2% | $149,718-55.4% | $147,584-54.8% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 12.21% | 2113.22%-2101.0pp | 1501.63%-1489.4pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,412 | $6,275-61.6% | $5,445-55.7% | $4,876-50.5% |
| Participant deferral / active EE | $6,473 | $7,271-11.0% | $6,569-1.5% | $5,439+19.0% |
| Admin fee / account holder | $6 | $13,799-100.0% | $11,283-99.9% | $10,885-99.9% |