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 | $75,386 | $96,305-21.7% | $80,569-6.4% | $139,434-45.9% |
| Participation rate | 25.0% | 73.6%-48.6pp | 67.0%-42.0pp | 80.3%-55.3pp |
| Annual return | 13.41% | 1350.08%-1336.7pp | 935.43%-922.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $825 | $3,262-74.7% | $2,723-69.7% | $4,751-82.6% |
| Participant deferral / active EE | $900 | $5,232-82.8% | $4,447-79.8% | $6,710-86.6% |
| Admin fee / account holder | $216 | $6,599-96.7% | $5,377-96.0% | $11,403-98.1% |