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 | $43,760 | $85,766-49.0% | $136,294-67.9% | $70,131-37.6% |
| Participation rate | 61.8% | 74.2%-12.4pp | 81.9%-20.2pp | 69.5%-7.8pp |
| Annual return | 70.50% | 31.45%+39.0pp | 5155.94%-5085.4pp | 73.14%-2.6pp |
| Employer contribution / active EE | $1,591 | $2,966-46.4% | $4,695-66.1% | $2,342-32.1% |
| Participant deferral / active EE | $2,274 | $5,051-55.0% | $6,247-63.6% | $3,332-31.8% |
| Admin fee / account holder | $11 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |