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 | $56,579 | $109,817-48.5% | $98,442-42.5% | $167,490-66.2% |
| Participation rate | 36.4% | 75.8%-39.5pp | 73.3%-37.0pp | 82.1%-45.7pp |
| Annual return | 13.21% | 1956.69%-1943.5pp | 1492.73%-1479.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $714 | $3,224-77.8% | $2,960-75.9% | $4,837-85.2% |
| Participant deferral / active EE | $1,082 | $4,673-76.8% | $4,276-74.7% | $6,341-82.9% |
| Admin fee / account holder | $5 | $6,753-99.9% | $5,949-99.9% | $12,309-100.0% |