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 | $40,491 | $150,440-73.1% | $136,294-70.3% | $147,584-72.6% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 14.16% | 1049.08%-1034.9pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,965 | $5,256-62.6% | $4,695-58.1% | $4,876-59.7% |
| Participant deferral / active EE | $3,103 | $6,630-53.2% | $6,247-50.3% | $5,439-42.9% |
| Admin fee / account holder | $289 | $10,905-97.4% | $9,243-96.9% | $10,885-97.3% |