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 | $45,711 | $102,604-55.4% | $86,188-47.0% | $139,434-67.2% |
| Participation rate | 63.6% | 74.5%-10.9pp | 69.0%-5.3pp | 80.3%-16.7pp |
| Annual return | 38.48% | 1922.51%-1884.0pp | 1168.45%-1130.0pp | 372.94%-334.5pp |
| Employer contribution / active EE | $3,263 | $3,032+7.6% | $2,380+37.1% | $4,751-31.3% |
| Participant deferral / active EE | $4,037 | $4,676-13.7% | $3,985+1.3% | $6,710-39.8% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |