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 | $60,083 | $150,440-60.1% | $136,294-55.9% | $147,584-59.3% |
| Participation rate | 65.0% | 84.4%-19.4pp | 81.9%-16.9pp | 82.8%-17.8pp |
| Annual return | 11.96% | 1049.08%-1037.1pp | 5155.94%-5144.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,576 | $5,256-70.0% | $4,695-66.4% | $4,876-67.7% |
| Participant deferral / active EE | $3,872 | $6,630-41.6% | $6,247-38.0% | $5,439-28.8% |
| Admin fee / account holder | $89 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |