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 | $66,599 | $109,817-39.4% | $98,442-32.3% | $167,490-60.2% |
| Participation rate | 63.6% | 75.8%-12.2pp | 73.3%-9.7pp | 82.1%-18.5pp |
| Annual return | 10.13% | 1956.69%-1946.6pp | 1492.73%-1482.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,635 | $3,224-49.3% | $2,960-44.8% | $4,837-66.2% |
| Participant deferral / active EE | $6,008 | $4,673+28.6% | $4,276+40.5% | $6,341-5.2% |
| Admin fee / account holder | $233 | $6,753-96.6% | $5,949-96.1% | $12,309-98.1% |