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 | $52,291 | $150,440-65.2% | $136,294-61.6% | $147,584-64.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 21.42% | 1049.08%-1027.7pp | 5155.94%-5134.5pp | 578.55%-557.1pp |
| Employer contribution / active EE | $2,474 | $5,256-52.9% | $4,695-47.3% | $4,876-49.3% |
| Participant deferral / active EE | $7,915 | $6,630+19.4% | $6,247+26.7% | $5,439+45.5% |
| Admin fee / account holder | $247 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |