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 | $65,380 | $90,600-27.8% | $79,464-17.7% | $135,375-51.7% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | 1.53% | 977.43%-975.9pp | 718.14%-716.6pp | 519.73%-518.2pp |
| Employer contribution / active EE | $781 | $3,068-74.5% | $2,800-72.1% | $4,779-83.6% |
| Participant deferral / active EE | $1,800 | $4,050-55.6% | $3,704-51.4% | $5,609-67.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |