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 | $23,750 | $90,600-73.8% | $79,464-70.1% | $135,375-82.5% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | 1.44% | 977.43%-976.0pp | 718.14%-716.7pp | 519.73%-518.3pp |
| Employer contribution / active EE | $723 | $3,068-76.4% | $2,800-74.2% | $4,779-84.9% |
| Participant deferral / active EE | $977 | $4,050-75.9% | $3,704-73.6% | $5,609-82.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |