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 | $63,496 | $153,311-58.6% | $109,313-41.9% | $273,961-76.8% |
| Participation rate | 31.8% | 80.1%-48.3pp | 71.3%-39.4pp | 83.0%-51.2pp |
| Annual return | 6.87% | 29.86%-23.0pp | 22.07%-15.2pp | 41.45%-34.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $601 | $3,932-84.7% | $3,166-81.0% | $5,287-88.6% |
| Admin fee / account holder | $34 | $8,076-99.6% | $5,666-99.4% | $10,132-99.7% |