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 | $89,284 | $35,183+153.8% | $73,545+21.4% | $70,131+27.3% |
| Participation rate | 5.9% | 42.9%-37.0pp | 54.9%-49.0pp | 69.5%-63.7pp |
| Annual return | 15.59% | 26.90%-11.3pp | -15.16%+30.8pp | 73.14%-57.5pp |
| Employer contribution / active EE | $223 | $709-68.6% | $1,219-81.7% | $2,342-90.5% |
| Participant deferral / active EE | $837 | $1,220-31.4% | $1,806-53.6% | $3,332-74.9% |
| Admin fee / account holder | $150 | $2,302-93.5% | $2,320-93.5% | $4,645-96.8% |