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 | $53,586 | $53,127+0.9% | $86,590-38.1% | $70,131-23.6% |
| Participation rate | 35.7% | 65.3%-29.6pp | 73.5%-37.8pp | 69.5%-33.8pp |
| Annual return | 19.49% | 27.66%-8.2pp | 964.84%-945.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $962 | $2,068-53.5% | $2,839-66.1% | $2,342-58.9% |
| Participant deferral / active EE | $1,594 | $2,696-40.9% | $3,609-55.8% | $3,332-52.2% |
| Admin fee / account holder | $276 | $3,585-92.3% | $4,906-94.4% | $4,645-94.1% |