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 | $29,078 | $99,020-70.6% | $86,590-66.4% | $147,584-80.3% |
| Participation rate | 68.8% | 76.3%-7.6pp | 73.5%-4.8pp | 82.8%-14.1pp |
| Annual return | 9.61% | 1312.34%-1302.7pp | 964.84%-955.2pp | 578.55%-568.9pp |
| Employer contribution / active EE | $3,325 | $3,132+6.2% | $2,839+17.1% | $4,876-31.8% |
| Participant deferral / active EE | $1,893 | $3,972-52.4% | $3,609-47.6% | $5,439-65.2% |
| Admin fee / account holder | $269 | $5,710-95.3% | $4,906-94.5% | $10,885-97.5% |