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 | $58,063 | $109,817-47.1% | $98,442-41.0% | $167,490-65.3% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 24.77% | 1956.69%-1931.9pp | 1492.73%-1468.0pp | 478.56%-453.8pp |
| Employer contribution / active EE | $1,331 | $3,224-58.7% | $2,960-55.0% | $4,837-72.5% |
| Participant deferral / active EE | $3,540 | $4,673-24.2% | $4,276-17.2% | $6,341-44.2% |
| Admin fee / account holder | $215 | $6,753-96.8% | $5,949-96.4% | $12,309-98.3% |