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 | $27,427 | $150,440-81.8% | $136,294-79.9% | $147,584-81.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 38.28% | 1049.08%-1010.8pp | 5155.94%-5117.7pp | 578.55%-540.3pp |
| Employer contribution / active EE | $2,101 | $5,256-60.0% | $4,695-55.3% | $4,876-56.9% |
| Participant deferral / active EE | $5,599 | $6,630-15.5% | $6,247-10.4% | $5,439+3.0% |
| Admin fee / account holder | $6 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |