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 | $37,632 | $100,041-62.4% | $149,718-74.9% | $70,131-46.3% |
| Participation rate | 25.0% | 83.6%-58.6pp | 87.1%-62.1pp | 69.5%-44.5pp |
| Annual return | 23.35% | 27.43%-4.1pp | 1501.63%-1478.3pp | 73.14%-49.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,954 | $4,983-40.7% | $6,569-55.0% | $3,332-11.3% |
| Admin fee / account holder | $7 | $8,286-99.9% | $11,283-99.9% | $4,645-99.8% |