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 | $62,780 | $150,440-58.3% | $136,294-53.9% | $147,584-57.5% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 29.43% | 1049.08%-1019.7pp | 5155.94%-5126.5pp | 578.55%-549.1pp |
| Employer contribution / active EE | $2,232 | $5,256-57.5% | $4,695-52.5% | $4,876-54.2% |
| Participant deferral / active EE | $4,576 | $6,630-31.0% | $6,247-26.8% | $5,439-15.9% |
| Admin fee / account holder | $10 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |