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 | $48,440 | $150,440-67.8% | $136,294-64.5% | $147,584-67.2% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 14.38% | 1049.08%-1034.7pp | 5155.94%-5141.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,623 | $5,256-69.1% | $4,695-65.4% | $4,876-66.7% |
| Participant deferral / active EE | $7,430 | $6,630+12.1% | $6,247+18.9% | $5,439+36.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |