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 | $82,873 | $185,200-55.3% | $142,863-42.0% | $167,490-50.5% |
| Participation rate | 66.7% | 78.4%-11.8pp | 71.9%-5.3pp | 82.1%-15.4pp |
| Annual return | 12.48% | 8555.70%-8543.2pp | 5637.54%-5625.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,658 | $5,604-52.6% | $4,144-35.9% | $4,837-45.1% |
| Participant deferral / active EE | $5,740 | $4,494+27.7% | $3,837+49.6% | $6,341-9.5% |
| Admin fee / account holder | $267 | $8,031-96.7% | $6,560-95.9% | $12,309-97.8% |