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 | $38,036 | $70,669-46.2% | $169,368-77.5% | $75,163-49.4% |
| Participation rate | 35.1% | 64.8%-29.7pp | 77.1%-42.0pp | 67.2%-32.1pp |
| Annual return | 16.44% | 36.36%-19.9pp | 405.60%-389.2pp | 160.62%-144.2pp |
| Employer contribution / active EE | $523 | $2,211-76.3% | $4,013-87.0% | $2,670-80.4% |
| Participant deferral / active EE | $2,353 | $4,311-45.4% | $6,221-62.2% | $4,125-43.0% |
| Admin fee / account holder | $1 | $5,402-100.0% | $9,003-100.0% | $5,651-100.0% |