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 | $55,268 | $96,635-42.8% | $86,612-36.2% | $139,434-60.4% |
| Participation rate | 68.8% | 74.4%-5.7pp | 71.7%-2.9pp | 80.3%-11.6pp |
| Annual return | 16.87% | 106.41%-89.5pp | 591.07%-574.2pp | 372.94%-356.1pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,170 | $4,836-55.1% | $4,438-51.1% | $6,710-67.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |