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 | $74,919 | $114,047-34.3% | $96,139-22.1% | $167,490-55.3% |
| Participation rate | 16.7% | 75.1%-58.4pp | 68.4%-51.8pp | 82.1%-65.4pp |
| Annual return | 18.60% | 189.88%-171.3pp | 191.94%-173.3pp | 478.56%-460.0pp |
| Employer contribution / active EE | $529 | $3,427-84.6% | $2,797-81.1% | $4,837-89.1% |
| Participant deferral / active EE | $2,441 | $5,194-53.0% | $4,349-43.9% | $6,341-61.5% |
| Admin fee / account holder | $20 | $6,897-99.7% | $5,537-99.6% | $12,309-99.8% |