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 | $59,812 | $29,660+101.7% | $56,411+6.0% | $80,856-26.0% |
| Participation rate | 7.0% | 41.6%-34.7pp | 52.5%-45.5pp | 67.6%-60.7pp |
| Annual return | 10.69% | 35.23%-24.5pp | 1701.33%-1690.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $325 | $1,226-73.5% | $1,952-83.3% | $4,296-92.4% |
| Admin fee / account holder | $223 | $2,428-90.8% | $2,829-92.1% | $6,918-96.8% |