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 | $50,025 | $150,440-66.7% | $136,294-63.3% | $147,584-66.1% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 15.48% | 1049.08%-1033.6pp | 5155.94%-5140.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,581 | $5,256-50.9% | $4,695-45.0% | $4,876-47.1% |
| Participant deferral / active EE | $6,010 | $6,630-9.4% | $6,247-3.8% | $5,439+10.5% |
| Admin fee / account holder | $81 | $10,905-99.3% | $9,243-99.1% | $10,885-99.3% |