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 | $35,722 | $150,440-76.3% | $136,294-73.8% | $147,584-75.8% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 14.00% | 1049.08%-1035.1pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $3,149 | $5,256-40.1% | $4,695-32.9% | $4,876-35.4% |
| Participant deferral / active EE | $4,636 | $6,630-30.1% | $6,247-25.8% | $5,439-14.8% |
| Admin fee / account holder | $291 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |