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 | $158,398-66.1% | $126,539-57.6% | $142,382-62.3% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 12.12% | 593.76%-581.6pp | 425.95%-413.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $601 | $4,650-87.1% | $3,674-83.6% | $4,299-86.0% |
| Participant deferral / active EE | $1,764 | $4,767-63.0% | $4,083-56.8% | $6,507-72.9% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |