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 | $41,109 | $150,440-72.7% | $136,294-69.8% | $147,584-72.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 20.07% | 1049.08%-1029.0pp | 5155.94%-5135.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,171 | $5,256-77.7% | $4,695-75.1% | $4,876-76.0% |
| Participant deferral / active EE | $5,957 | $6,630-10.2% | $6,247-4.6% | $5,439+9.5% |
| Admin fee / account holder | $234 | $10,905-97.9% | $9,243-97.5% | $10,885-97.8% |