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 | $77,883 | $106,890-27.1% | $84,015-7.3% | $152,861-49.1% |
| Participation rate | 20.0% | 75.2%-55.2pp | 69.0%-49.0pp | 82.4%-62.4pp |
| Annual return | 26.09% | 104.99%-78.9pp | 71.31%-45.2pp | 345.32%-319.2pp |
| Employer contribution / active EE | $832 | $2,734-69.6% | $1,983-58.1% | $4,762-82.5% |
| Participant deferral / active EE | $1,648 | $4,011-58.9% | $3,239-49.1% | $5,850-71.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |