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 | $90,156 | $99,020-9.0% | $86,590+4.1% | $147,584-38.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 16.29% | 1312.34%-1296.0pp | 964.84%-948.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,752 | $3,132-12.1% | $2,839-3.1% | $4,876-43.6% |
| Participant deferral / active EE | $8,242 | $3,972+107.5% | $3,609+128.4% | $5,439+51.5% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |