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 | $56,248 | $108,172-48.0% | $77,482-27.4% | $158,922-64.6% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 12.46% | 31.67%-19.2pp | 54.79%-42.3pp | 302.83%-290.4pp |
| Employer contribution / active EE | $173 | $1,325-87.0% | $986-82.5% | $4,761-96.4% |
| Participant deferral / active EE | $891 | $2,456-63.7% | $1,861-52.1% | $5,982-85.1% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |