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 | $39,512 | $109,817-64.0% | $98,442-59.9% | $167,490-76.4% |
| Participation rate | 59.1% | 75.8%-16.7pp | 73.3%-14.2pp | 82.1%-23.0pp |
| Annual return | 13.89% | 1956.69%-1942.8pp | 1492.73%-1478.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $652 | $3,224-79.8% | $2,960-78.0% | $4,837-86.5% |
| Participant deferral / active EE | $2,508 | $4,673-46.3% | $4,276-41.4% | $6,341-60.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |