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 | $94,417 | $107,015-11.8% | $73,545+28.4% | $147,584-36.0% |
| Participation rate | 9.5% | 66.4%-56.9pp | 54.9%-45.4pp | 82.8%-73.3pp |
| Annual return | 14.53% | 38.25%-23.7pp | -15.16%+29.7pp | 578.55%-564.0pp |
| Employer contribution / active EE | $123 | $1,760-93.0% | $1,219-89.9% | $4,876-97.5% |
| Participant deferral / active EE | $2,460 | $2,4620% | $1,806+36.2% | $5,439-54.8% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |