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 | $79,239 | $99,020-20.0% | $86,590-8.5% | $147,584-46.3% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 22.12% | 1312.34%-1290.2pp | 964.84%-942.7pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,124 | $3,132-64.1% | $2,839-60.4% | $4,876-76.9% |
| Participant deferral / active EE | $5,556 | $3,972+39.9% | $3,609+54.0% | $5,439+2.2% |
| Admin fee / account holder | $135 | $5,710-97.6% | $4,906-97.2% | $10,885-98.8% |