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 | $56,943 | $101,069-43.7% | $81,478-30.1% | $147,584-61.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 26.25% | 32.40%-6.2pp | 38.78%-12.5pp | 578.55%-552.3pp |
| Employer contribution / active EE | $659 | $3,205-79.4% | $2,568-74.3% | $4,876-86.5% |
| Participant deferral / active EE | $3,049 | $4,242-28.1% | $3,537-13.8% | $5,439-43.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |