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 | $32,728 | $185,200-82.3% | $142,863-77.1% | $167,490-80.5% |
| Participation rate | 0.0% | 78.4%-78.4pp | 71.9%-71.9pp | 82.1%-82.1pp |
| Annual return | 20.53% | 8555.70%-8535.2pp | 5637.54%-5617.0pp | 478.56%-458.0pp |
| Employer contribution / active EE | $194 | $5,604-96.5% | $4,144-95.3% | $4,837-96.0% |
| Participant deferral / active EE | $1,026 | $4,494-77.2% | $3,837-73.3% | $6,341-83.8% |
| Admin fee / account holder | $226 | $8,031-97.2% | $6,560-96.6% | $12,309-98.2% |