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 | $48,230 | $150,440-67.9% | $136,294-64.6% | $147,584-67.3% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 24.11% | 1049.08%-1025.0pp | 5155.94%-5131.8pp | 578.55%-554.4pp |
| Employer contribution / active EE | $1,332 | $5,256-74.7% | $4,695-71.6% | $4,876-72.7% |
| Participant deferral / active EE | $5,455 | $6,630-17.7% | $6,247-12.7% | $5,439+0.3% |
| Admin fee / account holder | $241 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |