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 | $66,782 | $99,020-32.6% | $86,590-22.9% | $147,584-54.7% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 16.48% | 1312.34%-1295.9pp | 964.84%-948.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,324 | $3,132-57.7% | $2,839-53.4% | $4,876-72.8% |
| Participant deferral / active EE | $3,756 | $3,972-5.4% | $3,609+4.1% | $5,439-30.9% |
| Admin fee / account holder | $98 | $5,710-98.3% | $4,906-98.0% | $10,885-99.1% |