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 | $94,502 | $150,440-37.2% | $136,294-30.7% | $147,584-36.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 12.14% | 1049.08%-1036.9pp | 5155.94%-5143.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,182 | $5,256-77.5% | $4,695-74.8% | $4,876-75.8% |
| Participant deferral / active EE | $2,491 | $6,630-62.4% | $6,247-60.1% | $5,439-54.2% |
| Admin fee / account holder | $33 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |