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 | $28,219 | $135,952-79.2% | $123,892-77.2% | $273,961-89.7% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 9.03% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $4,106 | $5,170-20.6% | $4,617-11.1% | $4,869-15.7% |
| Participant deferral / active EE | $41,133 | $6,343+548.5% | $5,984+587.4% | $5,287+678.0% |
| Admin fee / account holder | $50 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |