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 | $68,730 | $112,881-39.1% | $90,951-24.4% | $158,922-56.8% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 13.03% | 215.79%-202.8pp | 134.60%-121.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $834 | $2,893-71.2% | $2,122-60.7% | $4,761-82.5% |
| Participant deferral / active EE | $1,041 | $4,128-74.8% | $3,373-69.1% | $5,982-82.6% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |