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 | $48,614 | $150,440-67.7% | $136,294-64.3% | $147,584-67.1% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 19.30% | 1049.08%-1029.8pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,785 | $5,256-66.0% | $4,695-62.0% | $4,876-63.4% |
| Participant deferral / active EE | $4,944 | $6,630-25.4% | $6,247-20.9% | $5,439-9.1% |
| Admin fee / account holder | $2 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |