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 | $65,861 | $150,440-56.2% | $136,294-51.7% | $147,584-55.4% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 15.52% | 1049.08%-1033.6pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,860 | $5,256-45.6% | $4,695-39.1% | $4,876-41.3% |
| Participant deferral / active EE | $3,712 | $6,630-44.0% | $6,247-40.6% | $5,439-31.8% |
| Admin fee / account holder | $238 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |