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 | $40,631 | $90,600-55.2% | $79,464-48.9% | $135,375-70.0% |
| Participation rate | 63.6% | 76.0%-12.4pp | 73.3%-9.7pp | 82.6%-19.0pp |
| Annual return | 8.80% | 977.43%-968.6pp | 718.14%-709.3pp | 519.73%-510.9pp |
| Employer contribution / active EE | $278 | $3,068-90.9% | $2,800-90.1% | $4,779-94.2% |
| Participant deferral / active EE | $626 | $4,050-84.5% | $3,704-83.1% | $5,609-88.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |