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 | $72,878 | $150,440-51.6% | $136,294-46.5% | $147,584-50.6% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 15.94% | 1049.08%-1033.1pp | 5155.94%-5140.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,604 | $5,256-50.5% | $4,695-44.6% | $4,876-46.6% |
| Participant deferral / active EE | $4,105 | $6,630-38.1% | $6,247-34.3% | $5,439-24.5% |
| Admin fee / account holder | $134 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |