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 | $74,270 | $109,817-32.4% | $98,442-24.6% | $167,490-55.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 17.46% | 1956.69%-1939.2pp | 1492.73%-1475.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $663 | $3,224-79.4% | $2,960-77.6% | $4,837-86.3% |
| Participant deferral / active EE | $4,591 | $4,673-1.8% | $4,276+7.4% | $6,341-27.6% |
| Admin fee / account holder | $254 | $6,753-96.2% | $5,949-95.7% | $12,309-97.9% |