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 | $85,370 | $98,750-13.5% | $149,696-43.0% | $79,858+6.9% |
| Participation rate | 52.9% | 75.8%-22.8pp | 82.5%-29.5pp | 69.6%-16.7pp |
| Annual return | 22.61% | 27.43%-4.8pp | 276.60%-254.0pp | 31.71%-9.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,238 | $5,680-7.8% | $6,842-23.4% | $3,740+40.1% |
| Admin fee / account holder | $7 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |