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 | $87,386 | $99,652-12.3% | $78,778+10.9% | $147,584-40.8% |
| Participation rate | 17.4% | 76.2%-58.8pp | 69.2%-51.8pp | 82.8%-65.4pp |
| Annual return | 17.88% | 47.28%-29.4pp | 35.62%-17.7pp | 578.55%-560.7pp |
| Employer contribution / active EE | $817 | $2,796-70.8% | $1,986-58.8% | $4,876-83.2% |
| Participant deferral / active EE | $1,909 | $3,664-47.9% | $2,958-35.5% | $5,439-64.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |