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 | $58,424 | $90,600-35.5% | $79,464-26.5% | $135,375-56.8% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | 2.51% | 977.43%-974.9pp | 718.14%-715.6pp | 519.73%-517.2pp |
| Employer contribution / active EE | $623 | $3,068-79.7% | $2,800-77.7% | $4,779-87.0% |
| Participant deferral / active EE | $7,437 | $4,050+83.6% | $3,704+100.8% | $5,609+32.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |