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 | $81,901 | $99,020-17.3% | $86,590-5.4% | $147,584-44.5% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 24.59% | 1312.34%-1287.7pp | 964.84%-940.3pp | 578.55%-554.0pp |
| Employer contribution / active EE | $1,834 | $3,132-41.4% | $2,839-35.4% | $4,876-62.4% |
| Participant deferral / active EE | $5,769 | $3,972+45.2% | $3,609+59.9% | $5,439+6.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |