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 | $53,869 | $105,998-49.2% | $92,233-41.6% | $147,584-63.5% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 21.90% | 50.05%-28.1pp | 176.28%-154.4pp | 578.55%-556.6pp |
| Employer contribution / active EE | $989 | $4,333-77.2% | $3,679-73.1% | $4,876-79.7% |
| Participant deferral / active EE | $3,063 | $4,478-31.6% | $3,897-21.4% | $5,439-43.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |