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 | $71,825 | $105,859-32.2% | $90,160-20.3% | $147,584-51.3% |
| Participation rate | 30.8% | 79.7%-49.0pp | 76.9%-46.1pp | 82.8%-52.1pp |
| Annual return | 17.53% | 37.63%-20.1pp | 34.88%-17.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,443 | $5,733-39.9% | $5,288-34.9% | $5,439-36.7% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |