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 | $58,423 | $99,020-41.0% | $86,590-32.5% | $147,584-60.4% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 13.44% | 1312.34%-1298.9pp | 964.84%-951.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,763 | $3,132-43.7% | $2,839-37.9% | $4,876-63.8% |
| Participant deferral / active EE | $4,193 | $3,972+5.6% | $3,609+16.2% | $5,439-22.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |