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 | $54,722 | $99,921-45.2% | $85,009-35.6% | $145,959-62.5% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 21.25% | 83.89%-62.6pp | 66.47%-45.2pp | 561.95%-540.7pp |
| Employer contribution / active EE | $943 | $3,233-70.8% | $2,728-65.4% | $4,661-79.8% |
| Participant deferral / active EE | $943 | $5,293-82.2% | $4,522-79.1% | $6,689-85.9% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |