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 | $61,136 | $78,705-22.3% | $117,854-48.1% | $70,131-12.8% |
| Participation rate | 18.4% | 73.2%-54.8pp | 79.7%-61.2pp | 69.5%-51.1pp |
| Annual return | 47.10% | 23.30%+23.8pp | 335.08%-288.0pp | 73.14%-26.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,762 | $3,297-16.2% | $4,482-38.4% | $3,332-17.1% |
| Admin fee / account holder | $128 | $5,065-97.5% | $8,020-98.4% | $4,645-97.2% |