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 | $34,074 | $150,440-77.4% | $136,294-75.0% | $147,584-76.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 17.37% | 1049.08%-1031.7pp | 5155.94%-5138.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $915 | $5,256-82.6% | $4,695-80.5% | $4,876-81.2% |
| Participant deferral / active EE | $3,068 | $6,630-53.7% | $6,247-50.9% | $5,439-43.6% |
| Admin fee / account holder | $25 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |