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 | $87,715 | $150,440-41.7% | $136,294-35.6% | $147,584-40.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 17.81% | 1049.08%-1031.3pp | 5155.94%-5138.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $3,685 | $5,256-29.9% | $4,695-21.5% | $4,876-24.4% |
| Participant deferral / active EE | $10,000 | $6,630+50.8% | $6,247+60.1% | $5,439+83.9% |
| Admin fee / account holder | $143 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |