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 | $34,571 | $202,318-82.9% | $172,739-80.0% | $152,861-77.4% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.4%-39.6pp |
| Annual return | 15.59% | 1029.65%-1014.1pp | 802.84%-787.3pp | 345.32%-329.7pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,453 | $5,948-25.1% | $5,198-14.3% | $5,850-23.9% |
| Admin fee / account holder | $145 | $17,109-99.2% | $13,954-99.0% | $11,596-98.7% |