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 | $47,935 | $78,672-39.1% | $109,143-56.1% | $85,850-44.2% |
| Participation rate | 54.1% | 68.3%-14.2pp | 75.9%-21.8pp | 69.3%-15.3pp |
| Annual return | 58.07% | 25.09%+33.0pp | 25.75%+32.3pp | 318.53%-260.5pp |
| Employer contribution / active EE | $1,018 | $2,735-62.8% | $3,722-72.7% | $2,565-60.3% |
| Participant deferral / active EE | $1,739 | $3,467-49.8% | $4,653-62.6% | $3,952-56.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |