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 | $69,079 | $114,381-39.6% | $107,525-35.8% | $142,382-51.5% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 16.35% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,471 | $4,015-63.3% | $3,754-60.8% | $4,299-65.8% |
| Participant deferral / active EE | $3,037 | $5,564-45.4% | $5,116-40.6% | $6,507-53.3% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |