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 | $36,410 | $99,341-63.3% | $84,750-57.0% | $273,961-86.7% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 1130.74% | 22.93%+1107.8pp | 22.78%+1108.0pp | 41.45%+1089.3pp |
| Employer contribution / active EE | $1,729 | $4,214-59.0% | $3,574-51.6% | $4,869-64.5% |
| Participant deferral / active EE | $3,414 | $4,269-20.0% | $3,712-8.0% | $5,287-35.4% |
| Admin fee / account holder | $46 | $6,644-99.3% | $5,332-99.1% | $10,132-99.6% |