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 | $57,463 | $102,604-44.0% | $86,188-33.3% | $139,434-58.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 101.03% | 1922.51%-1821.5pp | 1168.45%-1067.4pp | 372.94%-271.9pp |
| Employer contribution / active EE | $608 | $3,032-79.9% | $2,380-74.4% | $4,751-87.2% |
| Participant deferral / active EE | $6,766 | $4,676+44.7% | $3,985+69.8% | $6,710+0.8% |
| Admin fee / account holder | $1 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |