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 | $74,642 | $91,037-18.0% | $71,671+4.1% | $147,584-49.4% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 19.76% | 20.48%-0.7pp | 20.65%-0.9pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,600 | $3,327-51.9% | $2,460-35.0% | $4,876-67.2% |
| Participant deferral / active EE | $9,000 | $4,498+100.1% | $3,438+161.8% | $5,439+65.5% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |