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 | $74,970 | $102,317-26.7% | $146,958-49.0% | $80,856-7.3% |
| Participation rate | 56.0% | 75.8%-19.8pp | 82.2%-26.2pp | 67.6%-11.6pp |
| Annual return | 15.57% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,885 | $3,713-22.3% | $4,933-41.5% | $2,755+4.7% |
| Participant deferral / active EE | $3,941 | $6,644-40.7% | $8,070-51.2% | $4,296-8.3% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |