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 | $58,419 | $27,915+109.3% | $58,482-0.1% | $75,163-22.3% |
| Participation rate | 19.5% | 38.8%-19.3pp | 50.9%-31.3pp | 67.2%-47.7pp |
| Annual return | 17.22% | 44.20%-27.0pp | 4239.32%-4222.1pp | 160.62%-143.4pp |
| Employer contribution / active EE | $571 | $669-14.6% | $1,053-45.8% | $2,670-78.6% |
| Participant deferral / active EE | $926 | $1,201-22.9% | $1,924-51.9% | $4,125-77.6% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |