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 | $51,231 | $104,106-50.8% | $71,086-27.9% | $135,375-62.2% |
| Participation rate | 42.9% | 65.7%-22.8pp | 54.7%-11.8pp | 82.6%-39.8pp |
| Annual return | 10.50% | 1256.30%-1245.8pp | 650.59%-640.1pp | 519.73%-509.2pp |
| Employer contribution / active EE | $531 | $1,485-64.2% | $1,088-51.2% | $4,779-88.9% |
| Participant deferral / active EE | $1,085 | $2,527-57.0% | $1,874-42.1% | $5,609-80.6% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |