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 | $43,405 | $102,604-57.7% | $86,188-49.6% | $139,434-68.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 17.67% | 1922.51%-1904.8pp | 1168.45%-1150.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,599 | $3,032+18.7% | $2,380+51.2% | $4,751-24.2% |
| Participant deferral / active EE | $9,697 | $4,676+107.4% | $3,985+143.3% | $6,710+44.5% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |