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 | $59,553 | $116,175-48.7% | $93,606-36.4% | $152,861-61.0% |
| Participation rate | 47.4% | 78.0%-30.7pp | 75.8%-28.5pp | 82.4%-35.1pp |
| Annual return | 25.23% | 35.96%-10.7pp | 32.76%-7.5pp | 345.32%-320.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,695 | $4,603-19.7% | $4,069-9.2% | $5,850-36.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |