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 | $25,516 | $150,440-83.0% | $136,294-81.3% | $147,584-82.7% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 39.16% | 1049.08%-1009.9pp | 5155.94%-5116.8pp | 578.55%-539.4pp |
| Employer contribution / active EE | $1,483 | $5,256-71.8% | $4,695-68.4% | $4,876-69.6% |
| Participant deferral / active EE | $4,366 | $6,630-34.2% | $6,247-30.1% | $5,439-19.7% |
| Admin fee / account holder | $297 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |