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 | $90,244 | $100,852-10.5% | $90,404-0.2% | $158,922-43.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 13.58% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,035 | $3,689-71.9% | $3,262-68.3% | $4,761-78.3% |
| Participant deferral / active EE | $1,811 | $4,348-58.3% | $3,963-54.3% | $5,982-69.7% |
| Admin fee / account holder | $10 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |