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 | $65,871 | $99,020-33.5% | $86,590-23.9% | $147,584-55.4% |
| Participation rate | 47.4% | 76.3%-29.0pp | 73.5%-26.2pp | 82.8%-35.5pp |
| Annual return | 10.20% | 1312.34%-1302.1pp | 964.84%-954.6pp | 578.55%-568.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,612 | $3,972-59.4% | $3,609-55.3% | $5,439-70.4% |
| Admin fee / account holder | $72 | $5,710-98.7% | $4,906-98.5% | $10,885-99.3% |