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 | $57,723 | $112,881-48.9% | $90,951-36.5% | $158,922-63.7% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 11.25% | 215.79%-204.5pp | 134.60%-123.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $529 | $2,893-81.7% | $2,122-75.1% | $4,761-88.9% |
| Participant deferral / active EE | $1,025 | $4,128-75.2% | $3,373-69.6% | $5,982-82.9% |
| Admin fee / account holder | $1 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |