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 | $47,157 | $99,020-52.4% | $86,590-45.5% | $147,584-68.0% |
| Participation rate | 29.4% | 76.3%-46.9pp | 73.5%-44.1pp | 82.8%-53.4pp |
| Annual return | 20.24% | 1312.34%-1292.1pp | 964.84%-944.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,379 | $3,972-40.1% | $3,609-34.1% | $5,439-56.3% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |