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 | $60,144 | $99,020-39.3% | $86,590-30.5% | $147,584-59.2% |
| Participation rate | 28.6% | 76.3%-47.8pp | 73.5%-45.0pp | 82.8%-54.3pp |
| Annual return | 22.57% | 1312.34%-1289.8pp | 964.84%-942.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,233 | $3,972-43.8% | $3,609-38.1% | $5,439-59.0% |
| Admin fee / account holder | $11 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |