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 | $40,742 | $100,852-59.6% | $90,404-54.9% | $158,922-74.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 13.93% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,745 | $3,689-52.7% | $3,262-46.5% | $4,761-63.4% |
| Participant deferral / active EE | $3,218 | $4,348-26.0% | $3,963-18.8% | $5,982-46.2% |
| Admin fee / account holder | $167 | $6,501-97.4% | $5,611-97.0% | $11,246-98.5% |