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 | $101,872 | $185,200-45.0% | $142,863-28.7% | $167,490-39.2% |
| Participation rate | 55.6% | 78.4%-22.9pp | 71.9%-16.4pp | 82.1%-26.5pp |
| Annual return | 15.81% | 8555.70%-8539.9pp | 5637.54%-5621.7pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,176 | $5,604-79.0% | $4,144-71.6% | $4,837-75.7% |
| Participant deferral / active EE | $4,588 | $4,494+2.1% | $3,837+19.6% | $6,341-27.7% |
| Admin fee / account holder | $5 | $8,031-99.9% | $6,560-99.9% | $12,309-100.0% |