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 | $31,998 | $157,256-79.7% | $141,162-77.3% | $152,861-79.1% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.4%-24.1pp |
| Annual return | 27.81% | 64.32%-36.5pp | 71.39%-43.6pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,070 | $5,261-79.7% | $4,735-77.4% | $4,762-77.5% |
| Participant deferral / active EE | $4,960 | $7,109-30.2% | $6,709-26.1% | $5,850-15.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |