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 | $56,286 | $99,020-43.2% | $86,590-35.0% | $147,584-61.9% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 20.76% | 1312.34%-1291.6pp | 964.84%-944.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,231 | $3,972+6.5% | $3,609+17.3% | $5,439-22.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |