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 | $32,292 | $150,440-78.5% | $136,294-76.3% | $147,584-78.1% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 12.46% | 1049.08%-1036.6pp | 5155.94%-5143.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,958 | $5,256-43.7% | $4,695-37.0% | $4,876-39.3% |
| Participant deferral / active EE | $5,101 | $6,630-23.1% | $6,247-18.3% | $5,439-6.2% |
| Admin fee / account holder | $36 | $10,905-99.7% | $9,243-99.6% | $10,885-99.7% |