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 | $45,937 | $99,652-53.9% | $78,778-41.7% | $147,584-68.9% |
| Participation rate | 41.7% | 76.2%-34.6pp | 69.2%-27.5pp | 82.8%-41.2pp |
| Annual return | 22.63% | 47.28%-24.6pp | 35.62%-13.0pp | 578.55%-555.9pp |
| Employer contribution / active EE | $358 | $2,796-87.2% | $1,986-82.0% | $4,876-92.7% |
| Participant deferral / active EE | $3,109 | $3,664-15.1% | $2,958+5.1% | $5,439-42.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |