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 | $56,586 | $70,756-20.0% | $65,493-13.6% | $142,382-60.3% |
| Participation rate | 53.8% | 77.4%-23.5pp | 73.1%-19.2pp | 80.1%-26.3pp |
| Annual return | 17.30% | 1754.89%-1737.6pp | 982.45%-965.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,718 | $4,637-63.0% | $3,961-56.6% | $6,507-73.6% |
| Admin fee / account holder | $4 | $6,559-99.9% | $5,028-99.9% | $12,624-100.0% |