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 | $34,351 | $150,440-77.2% | $136,294-74.8% | $147,584-76.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 24.08% | 1049.08%-1025.0pp | 5155.94%-5131.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $6,167 | $5,256+17.3% | $4,695+31.3% | $4,876+26.5% |
| Participant deferral / active EE | $7,083 | $6,630+6.8% | $6,247+13.4% | $5,439+30.2% |
| Admin fee / account holder | -$2,809 | $10,905-125.8% | $9,243-130.4% | $10,885-125.8% |