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 | $35,137 | $150,440-76.6% | $136,294-74.2% | $147,584-76.2% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 67.74% | 1049.08%-981.3pp | 5155.94%-5088.2pp | 578.55%-510.8pp |
| Employer contribution / active EE | $1,498 | $5,256-71.5% | $4,695-68.1% | $4,876-69.3% |
| Participant deferral / active EE | $5,098 | $6,630-23.1% | $6,247-18.4% | $5,439-6.3% |
| Admin fee / account holder | $80 | $10,905-99.3% | $9,243-99.1% | $10,885-99.3% |