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 | $42,942 | $53,127-19.2% | $86,590-50.4% | $70,131-38.8% |
| Participation rate | 29.6% | 65.3%-35.7pp | 73.5%-43.9pp | 69.5%-39.9pp |
| Annual return | 22.25% | 27.66%-5.4pp | 964.84%-942.6pp | 73.14%-50.9pp |
| Employer contribution / active EE | $608 | $2,068-70.6% | $2,839-78.6% | $2,342-74.0% |
| Participant deferral / active EE | $1,596 | $2,696-40.8% | $3,609-55.8% | $3,332-52.1% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |