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 | $81,776 | $176,377-53.6% | $134,143-39.0% | $158,922-48.5% |
| Participation rate | 16.7% | 78.7%-62.0pp | 72.2%-55.5pp | 82.0%-65.3pp |
| Annual return | 29.08% | 63.63%-34.5pp | 36.33%-7.2pp | 302.83%-273.7pp |
| Employer contribution / active EE | $317 | $5,040-93.7% | $3,704-91.4% | $4,761-93.3% |
| Participant deferral / active EE | $1,939 | $4,091-52.6% | $3,499-44.6% | $5,982-67.6% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |