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 | $102,888 | $150,440-31.6% | $136,294-24.5% | $147,584-30.3% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 29.47% | 1049.08%-1019.6pp | 5155.94%-5126.5pp | 578.55%-549.1pp |
| Employer contribution / active EE | $2,082 | $5,256-60.4% | $4,695-55.7% | $4,876-57.3% |
| Participant deferral / active EE | $2,917 | $6,630-56.0% | $6,247-53.3% | $5,439-46.4% |
| Admin fee / account holder | $66 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |