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 | $58,671 | $99,652-41.1% | $78,778-25.5% | $147,584-60.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 17.10% | 47.28%-30.2pp | 35.62%-18.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,199 | $2,796-21.4% | $1,986+10.7% | $4,876-54.9% |
| Participant deferral / active EE | $10,500 | $3,664+186.6% | $2,958+254.9% | $5,439+93.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |