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 | $77,039 | $150,440-48.8% | $136,294-43.5% | $147,584-47.8% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 20.41% | 1049.08%-1028.7pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $3,776 | $5,256-28.2% | $4,695-19.6% | $4,876-22.6% |
| Participant deferral / active EE | $4,099 | $6,630-38.2% | $6,247-34.4% | $5,439-24.6% |
| Admin fee / account holder | $58 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |