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 | $22,832 | $99,079-77.0% | $77,999-70.7% | $273,961-91.7% |
| Participation rate | 65.0% | 78.6%-13.6pp | 75.5%-10.5pp | 83.0%-18.0pp |
| Annual return | 8.88% | 217.93%-209.1pp | 425.96%-417.1pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,207 | $3,308-63.5% | $2,470-51.2% | $4,869-75.2% |
| Participant deferral / active EE | $1,838 | $4,306-57.3% | $3,497-47.4% | $5,287-65.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |