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 | $33,233 | $105,998-68.6% | $92,233-64.0% | $147,584-77.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 27.42% | 50.05%-22.6pp | 176.28%-148.9pp | 578.55%-551.1pp |
| Employer contribution / active EE | $1,856 | $4,333-57.2% | $3,679-49.6% | $4,876-61.9% |
| Participant deferral / active EE | $4,619 | $4,478+3.1% | $3,897+18.5% | $5,439-15.1% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |