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 | $52,057 | $113,339-54.1% | $94,993-45.2% | $147,584-64.7% |
| Participation rate | 28.6% | 78.0%-49.4pp | 73.9%-45.3pp | 82.8%-54.3pp |
| Annual return | 19.81% | 20.77%-1.0pp | 27.12%-7.3pp | 578.55%-558.7pp |
| Employer contribution / active EE | $323 | $3,160-89.8% | $2,603-87.6% | $4,876-93.4% |
| Participant deferral / active EE | $1,725 | $3,777-54.3% | $3,317-48.0% | $5,439-68.3% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |