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 | $25,670 | $150,440-82.9% | $136,294-81.2% | $147,584-82.6% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 24.35% | 1049.08%-1024.7pp | 5155.94%-5131.6pp | 578.55%-554.2pp |
| Employer contribution / active EE | $1,268 | $5,256-75.9% | $4,695-73.0% | $4,876-74.0% |
| Participant deferral / active EE | $3,477 | $6,630-47.6% | $6,247-44.3% | $5,439-36.1% |
| Admin fee / account holder | $195 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |