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 | $60,532 | $126,574-52.2% | $106,213-43.0% | $145,922-58.5% |
| Participation rate | 65.2% | 77.6%-12.4pp | 75.3%-10.1pp | 80.3%-15.1pp |
| Annual return | 15.74% | 224.79%-209.0pp | 116.14%-100.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,254 | $5,724-60.6% | $5,016-55.1% | $6,688-66.3% |
| Admin fee / account holder | $249 | $17,304-98.6% | $11,033-97.7% | $13,397-98.1% |