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 | $42,527 | $104,907-59.5% | $84,611-49.7% | $152,861-72.2% |
| Participation rate | 54.5% | 74.8%-20.3pp | 68.2%-13.7pp | 82.4%-27.9pp |
| Annual return | 25.22% | 373.79%-348.6pp | 258.74%-233.5pp | 345.32%-320.1pp |
| Employer contribution / active EE | $1,233 | $3,302-62.7% | $2,652-53.5% | $4,762-74.1% |
| Participant deferral / active EE | $2,177 | $4,688-53.6% | $3,899-44.2% | $5,850-62.8% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |