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 | $54,379 | $150,440-63.9% | $136,294-60.1% | $147,584-63.2% |
| Participation rate | 54.2% | 84.4%-30.3pp | 81.9%-27.8pp | 82.8%-28.7pp |
| Annual return | 18.62% | 1049.08%-1030.5pp | 5155.94%-5137.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $2,149 | $5,256-59.1% | $4,695-54.2% | $4,876-55.9% |
| Participant deferral / active EE | $3,243 | $6,630-51.1% | $6,247-48.1% | $5,439-40.4% |
| Admin fee / account holder | $27 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |