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 | $35,173 | $100,852-65.1% | $90,404-61.1% | $158,922-77.9% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 11.93% | 1724.20%-1712.3pp | 1293.02%-1281.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $2,062 | $3,689-44.1% | $3,262-36.8% | $4,761-56.7% |
| Participant deferral / active EE | $2,751 | $4,348-36.7% | $3,963-30.6% | $5,982-54.0% |
| Admin fee / account holder | $149 | $6,501-97.7% | $5,611-97.4% | $11,246-98.7% |