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 | $33,346 | $150,440-77.8% | $136,294-75.5% | $147,584-77.4% |
| Participation rate | 53.8% | 84.4%-30.6pp | 81.9%-28.1pp | 82.8%-29.0pp |
| Annual return | 16.92% | 1049.08%-1032.2pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,188 | $5,256-77.4% | $4,695-74.7% | $4,876-75.6% |
| Participant deferral / active EE | $4,279 | $6,630-35.5% | $6,247-31.5% | $5,439-21.3% |
| Admin fee / account holder | $275 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |