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 | $34,921 | $150,440-76.8% | $136,294-74.4% | $147,584-76.3% |
| Participation rate | 61.1% | 84.4%-23.3pp | 81.9%-20.8pp | 82.8%-21.7pp |
| Annual return | 20.88% | 1049.08%-1028.2pp | 5155.94%-5135.1pp | 578.55%-557.7pp |
| Employer contribution / active EE | $2,371 | $5,256-54.9% | $4,695-49.5% | $4,876-51.4% |
| Participant deferral / active EE | $2,571 | $6,630-61.2% | $6,247-58.9% | $5,439-52.7% |
| Admin fee / account holder | $271 | $10,905-97.5% | $9,243-97.1% | $10,885-97.5% |