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 | $35,359 | $165,912-78.7% | $122,332-71.1% | $147,584-76.0% |
| Participation rate | 64.3% | 79.6%-15.3pp | 71.6%-7.3pp | 82.8%-18.5pp |
| Annual return | 1323.38% | 34.55%+1288.8pp | 30.27%+1293.1pp | 578.55%+744.8pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,460 | $4,005-38.6% | $3,287-25.2% | $5,439-54.8% |
| Admin fee / account holder | $14 | $7,424-99.8% | $5,478-99.7% | $10,885-99.9% |