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 5-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 | $38,857 | $70,756-45.1% | $65,493-40.7% | $142,382-72.7% |
| Participation rate | 11.1% | 77.4%-66.3pp | 73.1%-62.0pp | 80.1%-69.0pp |
| Annual return | 20.84% | 1754.89%-1734.1pp | 982.45%-961.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,050 | $4,637-77.4% | $3,961-73.5% | $6,507-83.9% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |