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 | $47,943 | $150,440-68.1% | $136,294-64.8% | $147,584-67.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 15.57% | 1049.08%-1033.5pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,164 | $5,256-77.9% | $4,695-75.2% | $4,876-76.1% |
| Participant deferral / active EE | $4,544 | $6,630-31.5% | $6,247-27.3% | $5,439-16.5% |
| Admin fee / account holder | $199 | $10,905-98.2% | $9,243-97.8% | $10,885-98.2% |