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 | $58,787 | $115,770-49.2% | $101,248-41.9% | $158,922-63.0% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 12.82% | 56.14%-43.3pp | 46.47%-33.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,974 | $4,175-52.7% | $3,660-46.1% | $4,761-58.5% |
| Participant deferral / active EE | $4,265 | $4,957-14.0% | $4,370-2.4% | $5,982-28.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |