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 | $92,458 | $104,251-11.3% | $91,001+1.6% | $147,584-37.4% |
| Participation rate | 20.0% | 78.2%-58.2pp | 75.6%-55.6pp | 82.8%-62.8pp |
| Annual return | 13.22% | 27.06%-13.8pp | 4.60%+8.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $836 | $3,116-73.2% | $2,456-66.0% | $4,876-82.9% |
| Participant deferral / active EE | $2,717 | $4,195-35.2% | $3,547-23.4% | $5,439-50.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |