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 | $20,816 | $169,161-87.7% | $129,295-83.9% | $145,959-85.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 20.91% | 14348.07%-14327.2pp | 9429.28%-9408.4pp | 561.95%-541.0pp |
| Employer contribution / active EE | $2,108 | $5,543-62.0% | $4,157-49.3% | $4,661-54.8% |
| Participant deferral / active EE | $5,171 | $4,989+3.6% | $4,169+24.0% | $6,689-22.7% |
| Admin fee / account holder | $6 | $9,878-99.9% | $7,665-99.9% | $13,398-100.0% |