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 | $39,003 | $150,440-74.1% | $136,294-71.4% | $147,584-73.6% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 27.36% | 1049.08%-1021.7pp | 5155.94%-5128.6pp | 578.55%-551.2pp |
| Employer contribution / active EE | $1,488 | $5,256-71.7% | $4,695-68.3% | $4,876-69.5% |
| Participant deferral / active EE | $3,395 | $6,630-48.8% | $6,247-45.7% | $5,439-37.6% |
| Admin fee / account holder | $156 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |