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 | $46,776 | $150,440-68.9% | $136,294-65.7% | $147,584-68.3% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 20.87% | 1049.08%-1028.2pp | 5155.94%-5135.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,171 | $5,256-77.7% | $4,695-75.1% | $4,876-76.0% |
| Participant deferral / active EE | $3,751 | $6,630-43.4% | $6,247-40.0% | $5,439-31.0% |
| Admin fee / account holder | -$84 | $10,905-100.8% | $9,243-100.9% | $10,885-100.8% |