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 | $42,990 | $108,642-60.4% | $74,701-42.4% | $152,861-71.9% |
| Participation rate | 40.0% | 65.3%-25.3pp | 54.5%-14.5pp | 82.4%-42.4pp |
| Annual return | 23.17% | 114.06%-90.9pp | 752.92%-729.8pp | 345.32%-322.2pp |
| Employer contribution / active EE | $623 | $1,503-58.5% | $1,084-42.5% | $4,762-86.9% |
| Participant deferral / active EE | $3,115 | $2,712+14.9% | $1,964+58.7% | $5,850-46.7% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |