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 | $66,652 | $99,652-33.1% | $78,778-15.4% | $147,584-54.8% |
| Participation rate | 9.1% | 76.2%-67.1pp | 69.2%-60.1pp | 82.8%-73.7pp |
| Annual return | 19.19% | 47.28%-28.1pp | 35.62%-16.4pp | 578.55%-559.4pp |
| Employer contribution / active EE | $513 | $2,796-81.7% | $1,986-74.2% | $4,876-89.5% |
| Participant deferral / active EE | $1,314 | $3,664-64.1% | $2,958-55.6% | $5,439-75.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |