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 5-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 | $33,778 | $156,846-78.5% | $121,098-72.1% | $139,434-75.8% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 9.93% | 1474.56%-1464.6pp | 985.75%-975.8pp | 372.94%-363.0pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,250 | $4,844-32.9% | $4,080-20.3% | $6,710-51.6% |
| Admin fee / account holder | $244 | $6,946-96.5% | $5,644-95.7% | $11,403-97.9% |