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 | $71,732 | $107,934-33.5% | $91,989-22.0% | $152,861-53.1% |
| Participation rate | 28.6% | 81.2%-52.6pp | 78.6%-50.1pp | 82.4%-53.9pp |
| Annual return | 29.67% | 89.24%-59.6pp | 69.02%-39.3pp | 345.32%-315.6pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,938 | $6,364-69.6% | $5,923-67.3% | $5,850-66.9% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |