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 | $53,140 | $99,020-46.3% | $86,590-38.6% | $147,584-64.0% |
| Participation rate | 58.3% | 76.3%-18.0pp | 73.5%-15.2pp | 82.8%-24.5pp |
| Annual return | 16.10% | 1312.34%-1296.2pp | 964.84%-948.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,916 | $3,132-38.8% | $2,839-32.5% | $4,876-60.7% |
| Participant deferral / active EE | $2,868 | $3,972-27.8% | $3,609-20.5% | $5,439-47.3% |
| Admin fee / account holder | $5 | $5,710-99.9% | $4,906-99.9% | $10,885-100.0% |