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 | $35,343 | $99,079-64.3% | $77,999-54.7% | $273,961-87.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.5%-8.9pp | 83.0%-16.3pp |
| Annual return | 43.76% | 217.93%-174.2pp | 425.96%-382.2pp | 41.45%+2.3pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,664 | $4,306-38.1% | $3,497-23.8% | $5,287-49.6% |
| Admin fee / account holder | -$7,500 | $8,954-183.8% | $5,480-236.8% | $10,132-174.0% |