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 | $77,514 | $156,846-50.6% | $121,098-36.0% | $139,434-44.4% |
| Participation rate | 36.8% | 76.4%-39.6pp | 69.5%-32.6pp | 80.3%-43.5pp |
| Annual return | 14.65% | 1474.56%-1459.9pp | 985.75%-971.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,070 | $4,844-36.6% | $4,080-24.8% | $6,710-54.3% |
| Admin fee / account holder | $82 | $6,946-98.8% | $5,644-98.6% | $11,403-99.3% |