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 | $48,805 | $112,881-56.8% | $90,951-46.3% | $158,922-69.3% |
| Participation rate | 29.4% | 74.7%-45.3pp | 69.0%-39.6pp | 82.0%-52.5pp |
| Annual return | 20.50% | 215.79%-195.3pp | 134.60%-114.1pp | 302.83%-282.3pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,137 | $4,128-72.5% | $3,373-66.3% | $5,982-81.0% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |