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 | $64,637 | $142,405-54.6% | $115,157-43.9% | $152,861-57.7% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 21.74% | 41.48%-19.7pp | 35.60%-13.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,671 | $5,164-67.7% | $4,168-59.9% | $5,850-71.4% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |