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 | $36,779 | $158,398-76.8% | $126,539-70.9% | $142,382-74.2% |
| Participation rate | 18.8% | 75.8%-57.1pp | 69.8%-51.1pp | 80.1%-61.4pp |
| Annual return | 11.31% | 593.76%-582.4pp | 425.95%-414.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $356 | $4,650-92.3% | $3,674-90.3% | $4,299-91.7% |
| Participant deferral / active EE | $506 | $4,767-89.4% | $4,083-87.6% | $6,507-92.2% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |