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 | $42,946 | $150,440-71.5% | $136,294-68.5% | $147,584-70.9% |
| 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 | $3,812 | $5,256-27.5% | $4,695-18.8% | $4,876-21.8% |
| Participant deferral / active EE | $7,788 | $6,630+17.5% | $6,247+24.7% | $5,439+43.2% |
| Admin fee / account holder | $197 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |