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 5-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 | $57,596 | $30,400+89.5% | $53,898+6.9% | $84,808-32.1% |
| Participation rate | 5.5% | 46.4%-41.0pp | 55.0%-49.5pp | 68.3%-62.9pp |
| Annual return | 17.66% | 500.19%-482.5pp | 528.60%-510.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $178 | $603-70.4% | $932-80.9% | $2,631-93.2% |
| Participant deferral / active EE | $457 | $1,199-61.9% | $1,826-75.0% | $4,212-89.2% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |