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 | $70,106 | $144,119-51.4% | $117,854-40.5% | $147,584-52.5% |
| Participation rate | 55.6% | 83.4%-27.9pp | 79.7%-24.1pp | 82.8%-27.3pp |
| Annual return | 14.69% | 531.15%-516.5pp | 335.08%-320.4pp | 578.55%-563.9pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,680 | $5,316-68.4% | $4,482-62.5% | $5,439-69.1% |
| Admin fee / account holder | $199 | $10,886-98.2% | $8,020-97.5% | $10,885-98.2% |