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 5-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 | $38,657 | $185,200-79.1% | $142,863-72.9% | $167,490-76.9% |
| Participation rate | 5.9% | 78.4%-72.6pp | 71.9%-66.1pp | 82.1%-76.2pp |
| Annual return | 16.51% | 8555.70%-8539.2pp | 5637.54%-5621.0pp | 478.56%-462.0pp |
| Employer contribution / active EE | $70 | $5,604-98.7% | $4,144-98.3% | $4,837-98.5% |
| Participant deferral / active EE | $441 | $4,494-90.2% | $3,837-88.5% | $6,341-93.0% |
| Admin fee / account holder | $267 | $8,031-96.7% | $6,560-95.9% | $12,309-97.8% |