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 | $25,534 | $150,440-83.0% | $136,294-81.3% | $147,584-82.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 14.85% | 1049.08%-1034.2pp | 5155.94%-5141.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,579 | $6,630+59.5% | $6,247+69.3% | $5,439+94.5% |
| Admin fee / account holder | $300 | $10,905-97.3% | $9,243-96.8% | $10,885-97.2% |