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 | $44,725 | $100,852-55.7% | $90,404-50.5% | $158,922-71.9% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.7%-27.2pp | 82.0%-36.5pp |
| Annual return | 14.66% | 1724.20%-1709.5pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,166 | $3,689-68.4% | $3,262-64.3% | $4,761-75.5% |
| Participant deferral / active EE | $1,941 | $4,348-55.4% | $3,963-51.0% | $5,982-67.6% |
| Admin fee / account holder | $98 | $6,501-98.5% | $5,611-98.2% | $11,246-99.1% |