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 | $72,212 | $117,381-38.5% | $99,443-27.4% | $152,861-52.8% |
| Participation rate | 12.5% | 77.5%-65.0pp | 73.8%-61.3pp | 82.4%-69.9pp |
| Annual return | 21.16% | 31.87%-10.7pp | 30.72%-9.6pp | 345.32%-324.2pp |
| Employer contribution / active EE | $489 | $3,013-83.8% | $2,540-80.7% | $4,762-89.7% |
| Participant deferral / active EE | $1,589 | $4,086-61.1% | $3,619-56.1% | $5,850-72.8% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |