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 | $58,444 | $109,817-46.8% | $98,442-40.6% | $167,490-65.1% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 15.71% | 1956.69%-1941.0pp | 1492.73%-1477.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,128 | $3,224-65.0% | $2,960-61.9% | $4,837-76.7% |
| Participant deferral / active EE | $1,308 | $4,673-72.0% | $4,276-69.4% | $6,341-79.4% |
| Admin fee / account holder | $18 | $6,753-99.7% | $5,949-99.7% | $12,309-99.9% |