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 | $42,800 | $101,069-57.7% | $81,478-47.5% | $147,584-71.0% |
| Participation rate | 55.6% | 74.5%-18.9pp | 68.0%-12.4pp | 82.8%-27.3pp |
| Annual return | 17.72% | 32.40%-14.7pp | 38.78%-21.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,111 | $3,205-65.3% | $2,568-56.7% | $4,876-77.2% |
| Participant deferral / active EE | $1,111 | $4,242-73.8% | $3,537-68.6% | $5,439-79.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |