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 | $70,507 | $101,069-30.2% | $81,478-13.5% | $147,584-52.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 21.19% | 32.40%-11.2pp | 38.78%-17.6pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,300 | $3,205-59.4% | $2,568-49.4% | $4,876-73.3% |
| Participant deferral / active EE | $6,500 | $4,242+53.2% | $3,537+83.8% | $5,439+19.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |