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 | $63,455 | $150,440-57.8% | $136,294-53.4% | $147,584-57.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 17.60% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,295 | $5,256-75.4% | $4,695-72.4% | $4,876-73.4% |
| Participant deferral / active EE | $4,417 | $6,630-33.4% | $6,247-29.3% | $5,439-18.8% |
| Admin fee / account holder | $249 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |