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 | $25,635 | $150,440-83.0% | $136,294-81.2% | $147,584-82.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 25.25% | 1049.08%-1023.8pp | 5155.94%-5130.7pp | 578.55%-553.3pp |
| Employer contribution / active EE | $1,826 | $5,256-65.3% | $4,695-61.1% | $4,876-62.6% |
| Participant deferral / active EE | $5,633 | $6,630-15.0% | $6,247-9.8% | $5,439+3.6% |
| Admin fee / account holder | $85 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |