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 7-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 | $73,048 | $100,901-27.6% | $75,670-3.5% | $147,584-50.5% |
| Participation rate | 50.0% | 77.1%-27.1pp | 72.3%-22.3pp | 82.8%-32.8pp |
| Annual return | 16.97% | 35.78%-18.8pp | 27.34%-10.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,248 | $3,253-61.6% | $2,352-46.9% | $4,876-74.4% |
| Participant deferral / active EE | $3,120 | $4,027-22.5% | $3,142-0.7% | $5,439-42.6% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |