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 | $44,159 | $171,865-74.3% | $149,718-70.5% | $147,584-70.1% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 140.36% | 2113.22%-1972.9pp | 1501.63%-1361.3pp | 578.55%-438.2pp |
| Employer contribution / active EE | $2,402 | $6,275-61.7% | $5,445-55.9% | $4,876-50.7% |
| Participant deferral / active EE | $4,161 | $7,271-42.8% | $6,569-36.7% | $5,439-23.5% |
| Admin fee / account holder | $108 | $13,799-99.2% | $11,283-99.0% | $10,885-99.0% |