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 | $42,714 | $100,852-57.6% | $90,404-52.8% | $158,922-73.1% |
| Participation rate | 31.3% | 75.0%-43.8pp | 72.7%-41.4pp | 82.0%-50.7pp |
| Annual return | 15.82% | 1724.20%-1708.4pp | 1293.02%-1277.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,033 | $3,689-72.0% | $3,262-68.3% | $4,761-78.3% |
| Participant deferral / active EE | $1,082 | $4,348-75.1% | $3,963-72.7% | $5,982-81.9% |
| Admin fee / account holder | $27 | $6,501-99.6% | $5,611-99.5% | $11,246-99.8% |