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 | $79,079 | $53,516+47.8% | $126,539-37.5% | $84,808-6.8% |
| Participation rate | 18.6% | 58.2%-39.6pp | 69.8%-51.2pp | 68.3%-49.7pp |
| Annual return | 17.88% | 58.34%-40.5pp | 425.95%-408.1pp | 40.90%-23.0pp |
| Employer contribution / active EE | $509 | $1,535-66.8% | $3,674-86.1% | $2,631-80.6% |
| Participant deferral / active EE | $976 | $2,671-63.4% | $4,083-76.1% | $4,212-76.8% |
| Admin fee / account holder | $0 | $4,497-100.0% | $6,065-100.0% | $7,344-100.0% |