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 | $53,811 | $176,662-69.5% | $130,648-58.8% | $152,861-64.8% |
| Participation rate | 45.5% | 79.0%-33.5pp | 71.7%-26.3pp | 82.4%-37.0pp |
| Annual return | 21.65% | 2692.24%-2670.6pp | 1708.96%-1687.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,334 | $5,742-76.8% | $4,092-67.4% | $4,762-72.0% |
| Participant deferral / active EE | $1,792 | $4,361-58.9% | $3,603-50.3% | $5,850-69.4% |
| Admin fee / account holder | $179 | $7,133-97.5% | $5,464-96.7% | $11,596-98.5% |