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 | $68,776 | $109,817-37.4% | $98,442-30.1% | $167,490-58.9% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 26.00% | 1956.69%-1930.7pp | 1492.73%-1466.7pp | 478.56%-452.6pp |
| Employer contribution / active EE | $2,405 | $3,224-25.4% | $2,960-18.8% | $4,837-50.3% |
| Participant deferral / active EE | $4,200 | $4,673-10.1% | $4,276-1.8% | $6,341-33.8% |
| Admin fee / account holder | $25 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |