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 | $46,186 | $121,625-62.0% | $104,607-55.8% | $158,922-70.9% |
| Participation rate | 38.9% | 77.5%-38.6pp | 74.1%-35.2pp | 82.0%-43.1pp |
| Annual return | 17.41% | 465.26%-447.8pp | 340.46%-323.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $694 | $3,163-78.1% | $2,681-74.1% | $4,761-85.4% |
| Participant deferral / active EE | $1,194 | $4,177-71.4% | $3,740-68.1% | $5,982-80.0% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |