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 | $33,703 | $150,440-77.6% | $136,294-75.3% | $147,584-77.2% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 20.89% | 1049.08%-1028.2pp | 5155.94%-5135.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,328 | $5,256-74.7% | $4,695-71.7% | $4,876-72.8% |
| Participant deferral / active EE | $2,967 | $6,630-55.3% | $6,247-52.5% | $5,439-45.4% |
| Admin fee / account holder | $102 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |