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 | $47,154 | $54,541-13.5% | $78,778-40.1% | $70,131-32.8% |
| Participation rate | 41.0% | 60.8%-19.8pp | 69.2%-28.2pp | 69.5%-28.5pp |
| Annual return | 23.77% | 21.07%+2.7pp | 35.62%-11.8pp | 73.14%-49.4pp |
| Employer contribution / active EE | $273 | $1,089-75.0% | $1,986-86.3% | $2,342-88.4% |
| Participant deferral / active EE | $1,361 | $2,210-38.4% | $2,958-54.0% | $3,332-59.1% |
| Admin fee / account holder | $4 | $3,709-99.9% | $5,134-99.9% | $4,645-99.9% |