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 | $53,714 | $149,040-64.0% | $120,225-55.3% | $137,256-60.9% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 12.12% | 605.68%-593.6pp | 439.23%-427.1pp | 220.34%-208.2pp |
| Employer contribution / active EE | $601 | $4,350-86.2% | $3,475-82.7% | $4,156-85.5% |
| Participant deferral / active EE | $1,764 | $4,655-62.1% | $3,999-55.9% | $6,407-72.5% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |