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 | $78,609 | $176,662-55.5% | $130,648-39.8% | $152,861-48.6% |
| Participation rate | 60.0% | 79.0%-19.0pp | 71.7%-11.7pp | 82.4%-22.4pp |
| Annual return | 24.65% | 2692.24%-2667.6pp | 1708.96%-1684.3pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,554 | $5,742-72.9% | $4,092-62.0% | $4,762-67.4% |
| Participant deferral / active EE | $4,698 | $4,361+7.7% | $3,603+30.4% | $5,850-19.7% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |