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 | $69,903 | $100,852-30.7% | $90,404-22.7% | $158,922-56.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 8.39% | 1724.20%-1715.8pp | 1293.02%-1284.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,175 | $3,689-68.1% | $3,262-64.0% | $4,761-75.3% |
| Participant deferral / active EE | $2,282 | $4,348-47.5% | $3,963-42.4% | $5,982-61.9% |
| Admin fee / account holder | $22 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |