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 | $39,667 | $99,020-59.9% | $86,590-54.2% | $147,584-73.1% |
| Participation rate | 45.8% | 76.3%-30.5pp | 73.5%-27.7pp | 82.8%-37.0pp |
| Annual return | 10.68% | 1312.34%-1301.7pp | 964.84%-954.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,226 | $3,972-18.8% | $3,609-10.6% | $5,439-40.7% |
| Admin fee / account holder | $11 | $5,710-99.8% | $4,906-99.8% | $10,885-99.9% |