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 | $83,871 | $99,652-15.8% | $78,778+6.5% | $147,584-43.2% |
| Participation rate | 16.7% | 76.2%-59.6pp | 69.2%-52.5pp | 82.8%-66.2pp |
| Annual return | 17.59% | 47.28%-29.7pp | 35.62%-18.0pp | 578.55%-561.0pp |
| Employer contribution / active EE | $747 | $2,796-73.3% | $1,986-62.4% | $4,876-84.7% |
| Participant deferral / active EE | $1,300 | $3,664-64.5% | $2,958-56.1% | $5,439-76.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |