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 | $89,680 | $48,570+84.6% | $130,648-31.4% | $72,985+22.9% |
| Participation rate | 20.9% | 58.6%-37.6pp | 71.7%-50.8pp | 69.5%-48.6pp |
| Annual return | 21.22% | 38.63%-17.4pp | 1708.96%-1687.7pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,592 | $2,384-33.2% | $3,603-55.8% | $3,607-55.9% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |