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 | $94,020 | $150,440-37.5% | $136,294-31.0% | $147,584-36.3% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 21.78% | 1049.08%-1027.3pp | 5155.94%-5134.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,290 | $5,256-56.4% | $4,695-51.2% | $4,876-53.0% |
| Participant deferral / active EE | $4,789 | $6,630-27.8% | $6,247-23.3% | $5,439-11.9% |
| Admin fee / account holder | $19 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |