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 | $55,348 | $112,881-51.0% | $90,951-39.1% | $158,922-65.2% |
| Participation rate | 46.2% | 74.7%-28.6pp | 69.0%-22.9pp | 82.0%-35.8pp |
| Annual return | 5.08% | 215.79%-210.7pp | 134.60%-129.5pp | 302.83%-297.7pp |
| Employer contribution / active EE | $553 | $2,893-80.9% | $2,122-74.0% | $4,761-88.4% |
| Participant deferral / active EE | $2,700 | $4,128-34.6% | $3,373-20.0% | $5,982-54.9% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |