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 | $59,617 | $99,652-40.2% | $78,778-24.3% | $147,584-59.6% |
| Participation rate | 18.8% | 76.2%-57.5pp | 69.2%-50.4pp | 82.8%-64.1pp |
| Annual return | 13.76% | 47.28%-33.5pp | 35.62%-21.9pp | 578.55%-564.8pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $913 | $3,664-75.1% | $2,958-69.1% | $5,439-83.2% |
| Admin fee / account holder | $282 | $7,155-96.1% | $5,134-94.5% | $10,885-97.4% |