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 | $44,524 | $90,600-50.9% | $79,464-44.0% | $135,375-67.1% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 12.59% | 977.43%-964.8pp | 718.14%-705.5pp | 519.73%-507.1pp |
| Employer contribution / active EE | $1,311 | $3,068-57.3% | $2,800-53.2% | $4,779-72.6% |
| Participant deferral / active EE | $7,006 | $4,050+73.0% | $3,704+89.2% | $5,609+24.9% |
| Admin fee / account holder | $264 | $5,907-95.5% | $5,113-94.8% | $10,827-97.6% |