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 | $28,205 | $90,320-68.8% | $59,496-52.6% | $125,391-77.5% |
| Participation rate | 12.5% | 68.3%-55.8pp | 54.6%-42.1pp | 83.2%-70.7pp |
| Annual return | 10.91% | 369.13%-358.2pp | 182.05%-171.1pp | 282.22%-271.3pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,250 | $2,716-17.2% | $1,829+23.0% | $5,352-58.0% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |