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 | $42,724 | $150,440-71.6% | $136,294-68.7% | $147,584-71.1% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 15.17% | 1049.08%-1033.9pp | 5155.94%-5140.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,053 | $5,256-80.0% | $4,695-77.6% | $4,876-78.4% |
| Participant deferral / active EE | $2,394 | $6,630-63.9% | $6,247-61.7% | $5,439-56.0% |
| Admin fee / account holder | $25 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |