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 | $33,084 | $113,339-70.8% | $94,993-65.2% | $147,584-77.6% |
| Participation rate | 18.8% | 78.0%-59.2pp | 73.9%-55.1pp | 82.8%-64.1pp |
| Annual return | 52.14% | 20.77%+31.4pp | 27.12%+25.0pp | 578.55%-526.4pp |
| Employer contribution / active EE | $1,513 | $3,160-52.1% | $2,603-41.9% | $4,876-69.0% |
| Participant deferral / active EE | $2,788 | $3,777-26.2% | $3,317-16.0% | $5,439-48.7% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |